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BECK & MASTEN PONTIAC-GMC 401(K) PLAN 401k Plan overview

Plan NameBECK & MASTEN PONTIAC-GMC 401(K) PLAN
Plan identification number 001

BECK & MASTEN PONTIAC-GMC 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.
  • 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

BECK & MASTEN PONTIAC-GMC, INC. has sponsored the creation of one or more 401k plans.

Company Name:BECK & MASTEN PONTIAC-GMC, INC.
Employer identification number (EIN):762155931
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BECK & MASTEN PONTIAC-GMC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RON D'AMICO2023-10-16
0012021-01-01RON D'AMICO2022-10-13
0012020-01-01RON D'AMICO2021-10-12
0012019-01-01RON D'AMICO2020-10-13
0012018-01-01RON D'AMICO2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RONI DIPPEL RONI DIPPEL2013-10-15
0012011-01-01RONI DIPPEL RONI DIPPEL2012-10-15
0012010-01-01JAMES MASTEN
0012009-01-01JAMES MASTEN

Plan Statistics for BECK & MASTEN PONTIAC-GMC 401(K) PLAN

401k plan membership statisitcs for BECK & MASTEN PONTIAC-GMC 401(K) PLAN

Measure Date Value
2022: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01383
Total number of active participants reported on line 7a of the Form 55002022-01-01263
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0183
Total of all active and inactive participants2022-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01348
Number of participants with account balances2022-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0153
2021: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01327
Total number of active participants reported on line 7a of the Form 55002021-01-01340
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01383
Number of participants with account balances2021-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01280
Total number of active participants reported on line 7a of the Form 55002020-01-01260
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01327
Number of participants with account balances2020-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01280
Total number of active participants reported on line 7a of the Form 55002019-01-01221
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01280
Number of participants with account balances2019-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01222
Total number of active participants reported on line 7a of the Form 55002018-01-01191
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01233
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01247
Total number of active participants reported on line 7a of the Form 55002017-01-01203
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01205
Number of participants with account balances2017-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01227
Total number of active participants reported on line 7a of the Form 55002016-01-01191
Number of retired or separated participants receiving benefits2016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01238
Number of participants with account balances2016-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01223
Total number of active participants reported on line 7a of the Form 55002015-01-01173
Number of retired or separated participants receiving benefits2015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01218
Total participants2015-01-01218
Number of participants with account balances2015-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01210
Total number of active participants reported on line 7a of the Form 55002014-01-01178
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01214
Number of participants with account balances2014-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01198
Total number of active participants reported on line 7a of the Form 55002013-01-01162
Number of retired or separated participants receiving benefits2013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01202
Number of participants with account balances2013-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01164
Total number of active participants reported on line 7a of the Form 55002012-01-01161
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01188
Total participants2012-01-01188
Number of participants with account balances2012-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01167
Total number of active participants reported on line 7a of the Form 55002011-01-01129
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01157
Total participants2011-01-01157
Number of participants with account balances2011-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01163
Total number of active participants reported on line 7a of the Form 55002010-01-01128
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01147
Number of participants with account balances2010-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0123
2009: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01158
Total number of active participants reported on line 7a of the Form 55002009-01-01135
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01166
Number of participants with account balances2009-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on BECK & MASTEN PONTIAC-GMC 401(K) PLAN

Measure Date Value
2022 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,080,980
Total of all expenses incurred2022-12-31$520,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$509,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,800,084
Value of total assets at end of year2022-12-31$12,075,729
Value of total assets at beginning of year2022-12-31$13,676,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,460
Total interest from all sources2022-12-31$25,456
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$1,535,776
Participant contributions at end of year2022-12-31$398,919
Participant contributions at beginning of year2022-12-31$462,667
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,441
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$0
Value of net income/loss2022-12-31$-1,601,056
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,075,729
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,676,785
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$11,022,415
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,621,454
Interest on participant loans2022-12-31$19,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$654,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$592,664
Net investment gain/loss from pooled separate accounts2022-12-31$-2,906,520
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$249,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$509,616
Contract administrator fees2022-12-31$10,460
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 name2022-12-31LANE GORMAN TRUBITT LLC
Accountancy firm EIN2022-12-31751044330
2021 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,230,733
Total of all expenses incurred2021-12-31$1,211,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,200,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,602,401
Value of total assets at end of year2021-12-31$13,676,785
Value of total assets at beginning of year2021-12-31$11,657,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,930
Total interest from all sources2021-12-31$24,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,385,680
Participant contributions at end of year2021-12-31$462,667
Participant contributions at beginning of year2021-12-31$503,027
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$2,019,433
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,676,785
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,657,352
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$12,621,454
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,763,312
Interest on participant loans2021-12-31$24,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$592,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,391,013
Net investment gain/loss from pooled separate accounts2021-12-31$1,604,031
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$216,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,200,370
Contract administrator fees2021-12-31$10,930
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 name2021-12-31LANE GORMAN TRUBITT LLC
Accountancy firm EIN2021-12-31751044330
2020 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,701,200
Total of all expenses incurred2020-12-31$1,056,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,044,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,159,565
Value of total assets at end of year2020-12-31$11,657,352
Value of total assets at beginning of year2020-12-31$10,012,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,961
Total interest from all sources2020-12-31$27,497
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,012,256
Participant contributions at end of year2020-12-31$503,027
Participant contributions at beginning of year2020-12-31$456,779
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$1,644,877
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,657,352
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,012,475
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$9,763,312
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,565,447
Interest on participant loans2020-12-31$27,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,391,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,990,249
Net investment gain/loss from pooled separate accounts2020-12-31$1,514,138
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$147,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,044,362
Contract administrator fees2020-12-31$11,961
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31LANE GORMAN TRUBITT LLC
Accountancy firm EIN2020-12-31751044330
2019 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,720,805
Total of all expenses incurred2019-12-31$430,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$416,895
Value of total corrective distributions2019-12-31$6,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,054,482
Value of total assets at end of year2019-12-31$10,012,475
Value of total assets at beginning of year2019-12-31$7,722,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,164
Total interest from all sources2019-12-31$25,093
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
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$894,509
Participant contributions at end of year2019-12-31$456,779
Participant contributions at beginning of year2019-12-31$446,333
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,200
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$2,290,041
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,012,475
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,722,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$7,565,447
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,841,714
Interest on participant loans2019-12-31$25,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,990,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$434,387
Net investment gain/loss from pooled separate accounts2019-12-31$1,641,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$124,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$416,895
Contract administrator fees2019-12-31$7,164
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LANE GORMAN TRUBITT LLC
Accountancy firm EIN2019-12-31751044330
2018 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$537,994
Total of all expenses incurred2018-12-31$446,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$439,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$983,350
Value of total assets at end of year2018-12-31$7,722,434
Value of total assets at beginning of year2018-12-31$7,630,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,413
Total interest from all sources2018-12-31$20,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,035
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$839,673
Participant contributions at end of year2018-12-31$446,333
Participant contributions at beginning of year2018-12-31$389,710
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$25,812
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$91,544
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,722,434
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,630,890
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$6,841,714
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,241,180
Interest on participant loans2018-12-31$20,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$434,387
Net investment gain/loss from pooled separate accounts2018-12-31$-466,094
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$117,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$439,037
Contract administrator fees2018-12-31$3,378
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2018-12-31751044330
2017 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,091,310
Total unrealized appreciation/depreciation of assets2017-12-31$-1,091,310
Total income from all sources (including contributions)2017-12-31$1,685,712
Total of all expenses incurred2017-12-31$429,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$429,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$817,029
Value of total assets at end of year2017-12-31$7,630,890
Value of total assets at beginning of year2017-12-31$6,374,925
Total interest from all sources2017-12-31$15,422
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
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$721,253
Participant contributions at end of year2017-12-31$389,710
Participant contributions at beginning of year2017-12-31$265,486
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,255,965
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,630,890
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,374,925
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$7,241,180
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,109,439
Interest on participant loans2017-12-31$15,422
Net investment gain/loss from pooled separate accounts2017-12-31$1,944,571
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$95,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$429,747
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 name2017-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2017-12-31751044330
2016 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$230,088
Total unrealized appreciation/depreciation of assets2016-12-31$230,088
Total income from all sources (including contributions)2016-12-31$1,131,381
Total of all expenses incurred2016-12-31$468,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$383,875
Value of total corrective distributions2016-12-31$79,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$740,816
Value of total assets at end of year2016-12-31$6,374,925
Value of total assets at beginning of year2016-12-31$5,711,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,836
Total interest from all sources2016-12-31$9,330
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$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$651,176
Participant contributions at end of year2016-12-31$265,486
Participant contributions at beginning of year2016-12-31$259,259
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$663,320
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,374,925
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,711,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,109,439
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,452,346
Interest on participant loans2016-12-31$9,330
Net investment gain/loss from pooled separate accounts2016-12-31$151,147
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$89,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$383,875
Contract administrator fees2016-12-31$4,836
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2016-12-31751044330
2015 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-162,155
Total unrealized appreciation/depreciation of assets2015-12-31$-162,155
Total income from all sources (including contributions)2015-12-31$746,992
Total of all expenses incurred2015-12-31$258,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$235,212
Value of total corrective distributions2015-12-31$19,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$762,398
Value of total assets at end of year2015-12-31$5,711,605
Value of total assets at beginning of year2015-12-31$5,223,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,239
Total interest from all sources2015-12-31$10,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$668,612
Participant contributions at end of year2015-12-31$259,259
Participant contributions at beginning of year2015-12-31$283,004
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$488,599
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,711,605
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,223,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,452,346
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,940,002
Interest on participant loans2015-12-31$10,749
Net investment gain/loss from pooled separate accounts2015-12-31$136,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$91,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$235,212
Contract administrator fees2015-12-31$3,239
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2015-12-31751044330
2014 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$190,323
Total unrealized appreciation/depreciation of assets2014-12-31$190,323
Total income from all sources (including contributions)2014-12-31$1,105,387
Total of all expenses incurred2014-12-31$254,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$251,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$720,444
Value of total assets at end of year2014-12-31$5,223,006
Value of total assets at beginning of year2014-12-31$4,371,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,566
Total interest from all sources2014-12-31$9,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$634,477
Participant contributions at end of year2014-12-31$283,004
Participant contributions at beginning of year2014-12-31$214,347
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$851,138
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,223,006
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,371,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,940,002
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,157,521
Interest on participant loans2014-12-31$9,126
Net investment gain/loss from pooled separate accounts2014-12-31$185,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$85,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$251,683
Contract administrator fees2014-12-31$2,566
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2014-12-31751044330
2013 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,252,548
Total of all expenses incurred2013-12-31$218,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$216,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$654,860
Value of total assets at end of year2013-12-31$4,371,868
Value of total assets at beginning of year2013-12-31$3,337,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,444
Total interest from all sources2013-12-31$8,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$561,023
Participant contributions at end of year2013-12-31$214,347
Participant contributions at beginning of year2013-12-31$215,531
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,033,903
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,371,868
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,337,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,157,521
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,122,434
Income. Interest from loans (other than to participants)2013-12-31$8,364
Net investment gain/loss from pooled separate accounts2013-12-31$589,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$79,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$216,201
Contract administrator fees2013-12-31$2,444
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2013-12-31751044330
2012 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$871,788
Total of all expenses incurred2012-12-31$138,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$136,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$558,148
Value of total assets at end of year2012-12-31$3,337,965
Value of total assets at beginning of year2012-12-31$2,604,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,266
Total interest from all sources2012-12-31$3,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$488,143
Participant contributions at end of year2012-12-31$215,531
Participant contributions at beginning of year2012-12-31$230,214
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$733,622
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,337,965
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,604,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,122,434
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,374,129
Interest on participant loans2012-12-31$3,157
Net investment gain/loss from pooled separate accounts2012-12-31$310,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$70,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$136,900
Contract administrator fees2012-12-31$1,266
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2012-12-31751044330
2011 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,321
Total unrealized appreciation/depreciation of assets2011-12-31$-1,321
Total income from all sources (including contributions)2011-12-31$378,173
Total of all expenses incurred2011-12-31$134,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$131,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$449,408
Value of total assets at end of year2011-12-31$2,604,343
Value of total assets at beginning of year2011-12-31$2,360,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,207
Total interest from all sources2011-12-31$7,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$389,653
Participant contributions at end of year2011-12-31$230,214
Participant contributions at beginning of year2011-12-31$119,801
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$244,170
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,604,343
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,360,173
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 pooled separate accounts at end of year2011-12-31$2,374,129
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,240,372
Interest on participant loans2011-12-31$7,917
Net investment gain/loss from pooled separate accounts2011-12-31$-77,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$59,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$131,796
Contract administrator fees2011-12-31$2,207
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 name2011-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2011-12-31751044330
2010 : BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$655,065
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$213,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$176,804
Expenses. Certain deemed distributions of participant loans2010-12-31$34,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$365,107
Value of total assets at end of year2010-12-31$2,360,173
Value of total assets at beginning of year2010-12-31$1,918,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,726
Total interest from all sources2010-12-31$5,931
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$316,414
Participant contributions at end of year2010-12-31$119,801
Participant contributions at beginning of year2010-12-31$147,968
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$441,664
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,360,173
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,918,509
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 pooled separate accounts at end of year2010-12-31$2,240,372
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,770,541
Interest on participant loans2010-12-31$6,272
Interest earned on other investments2010-12-31$-341
Net investment gain/loss from pooled separate accounts2010-12-31$284,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$48,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$176,804
Contract administrator fees2010-12-31$1,726
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31SVADLENAK, SEE & COMPANY
Accountancy firm EIN2010-12-31760033286
2009 : BECK & MASTEN PONTIAC-GMC 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 BECK & MASTEN PONTIAC-GMC 401(K) PLAN

2022: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: BECK & MASTEN PONTIAC-GMC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BECK & MASTEN PONTIAC-GMC 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BECK & MASTEN PONTIAC-GMC 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BECK & MASTEN PONTIAC-GMC 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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BECK & MASTEN PONTIAC-GMC 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number333711
Policy instance 1
Insurance contract or identification number333711
Number of Individuals Covered284
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $36,055
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,055
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number333711
Policy instance 1
Insurance contract or identification number333711
Number of Individuals Covered281
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $37,292
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,292
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number333711
Policy instance 1
Insurance contract or identification number333711
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $28,868
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number333711
Policy instance 1
Insurance contract or identification number333711
Number of Individuals Covered186
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $25,615
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $25,615
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE33 3711
Policy instance 1
Insurance contract or identification numberE33 3711
Number of Individuals Covered162
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $22,848
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,043
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE33 3711
Policy instance 2
Insurance contract or identification numberE33 3711
Number of Individuals Covered86
Total amount of commissions paid to insurance brokerUSD $3,492
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,492
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameIMS AGENCY SECURITIES INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number603734
Policy instance 1
Insurance contract or identification number603734
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,788
Total amount of fees paid to insurance companyUSD $1,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,788
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker nameSWBC INVESTMENT ADVISORY SER LLC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number603734
Policy instance 1
Insurance contract or identification number603734
Number of Individuals Covered126
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,224
Total amount of fees paid to insurance companyUSD $1,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,224
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameSWBC INVESTMENT ADVISORY SER LLC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number603734
Policy instance 1
Insurance contract or identification number603734
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,342
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,342
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameIMS SECURITIES, INC. PETER TRAMMELL
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number603734
Policy instance 1
Insurance contract or identification number603734
Number of Individuals Covered102
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,056
Commission paid to Insurance BrokerUSD $9,056
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameIMS SECURITIES, INC. PETER TRAMMELL
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number603734
Policy instance 1
Insurance contract or identification number603734
Number of Individuals Covered105
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,963
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $6,963
Insurance broker organization code?3
Insurance broker nameIMS SECURITIES, INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number603734
Policy instance 1
Insurance contract or identification number603734
Number of Individuals Covered82
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,825
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number603734
Policy instance 1
Insurance contract or identification number603734
Number of Individuals Covered96
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,831
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,831
Insurance broker organization code?3
Insurance broker nameIMS SECURITIES, INC.

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