401k Plan data: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN plan

BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	001

BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BILL ALEXANDER FORD LINCOLN MERCURY, INC. has sponsored the creation of one or more 401k plans.

Company Name: BILL ALEXANDER FORD LINCOLN MERCURY, INC.

Employer identification number (EIN): 860393506

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2023-09-27
001 2021-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2022-10-04
001 2020-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2021-10-08
001 2019-01-01 ALAN GOLD, CPA 2020-10-12
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JEFF FRITZ, JR.
001 2014-01-01 JEFF FRITZ, JR.
001 2014-01-01 JEFF FRITZ, JR.
001 2013-01-01 JEFF FRITZ, JR.
001 2012-01-01 JEFF FRITZ, JR.
001 2011-01-01 JEFF FRITZ, JR.
001 2010-01-01 JEFF FRITZ JEFF FRITZ 2011-08-15
001 2009-01-01 JEFF FRITZ JEFF FRITZ 2010-06-29
001 2009-01-01 JEFF FRITZ JEFF FRITZ 2010-06-29
001 2009-01-01 JEFF FRITZ JEFF FRITZ 2010-06-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2023-09-27
001	2021-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2022-10-04
001	2020-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2021-10-08
001	2019-01-01	ALAN GOLD, CPA	2020-10-12
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JEFF FRITZ, JR.
001	2014-01-01	JEFF FRITZ, JR.
001	2014-01-01	JEFF FRITZ, JR.
001	2013-01-01	JEFF FRITZ, JR.
001	2012-01-01	JEFF FRITZ, JR.
001	2011-01-01	JEFF FRITZ, JR.
001	2010-01-01	JEFF FRITZ		JEFF FRITZ	2011-08-15
001	2009-01-01	JEFF FRITZ		JEFF FRITZ	2010-06-29
001	2009-01-01	JEFF FRITZ		JEFF FRITZ	2010-06-29
001	2009-01-01	JEFF FRITZ		JEFF FRITZ	2010-06-29

Plan Statistics for BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 144
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 60
Total of all active and inactive participants 2022-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 204
Number of participants with account balances 2022-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 145
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 54
Total of all active and inactive participants 2021-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 199
Number of participants with account balances 2021-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 156
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 41
Total of all active and inactive participants 2020-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 197
Number of participants with account balances 2020-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 143
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 174
Number of participants with account balances 2019-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 158
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 186
Number of participants with account balances 2018-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 153
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 176
Number of participants with account balances 2017-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 158
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 167
Number of participants with account balances 2016-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 160
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 168
Number of participants with account balances 2015-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 142
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 18
Total of all active and inactive participants 2014-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 160
Number of participants with account balances 2014-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 152
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 173
Number of participants with account balances 2013-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 147
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 162
Number of participants with account balances 2012-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 154
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 154
Number of participants with account balances 2011-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 134
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 32
Total of all active and inactive participants 2010-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 166
Number of participants with account balances 2010-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 27
2009: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 96
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 32
Total of all active and inactive participants 2009-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 128
Number of participants with account balances 2009-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	144
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	60
Total of all active and inactive participants	2022-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	204
Number of participants with account balances	2022-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	145
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	54
Total of all active and inactive participants	2021-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	199
Number of participants with account balances	2021-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	156
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	41
Total of all active and inactive participants	2020-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	197
Number of participants with account balances	2020-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	143
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	174
Number of participants with account balances	2019-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	158
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	186
Number of participants with account balances	2018-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	153
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	176
Number of participants with account balances	2017-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	158
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	167
Number of participants with account balances	2016-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	160
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	168
Number of participants with account balances	2015-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	142
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	18
Total of all active and inactive participants	2014-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	160
Number of participants with account balances	2014-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	152
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	173
Number of participants with account balances	2013-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	147
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	162
Number of participants with account balances	2012-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	154
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	154
Number of participants with account balances	2011-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	134
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	32
Total of all active and inactive participants	2010-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	166
Number of participants with account balances	2010-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	27
2009: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	96
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	32
Total of all active and inactive participants	2009-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	128
Number of participants with account balances	2009-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$10,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$12,879
Total income from all sources (including contributions)	2022-12-31	$-336,149
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$535,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$456,340
Expenses. Certain deemed distributions of participant loans	2022-12-31	$12,398
Value of total corrective distributions	2022-12-31	$10,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$628,344
Value of total assets at end of year	2022-12-31	$5,440,157
Value of total assets at beginning of year	2022-12-31	$6,314,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$56,134
Total interest from all sources	2022-12-31	$6,619
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$473,049
Participant contributions at end of year	2022-12-31	$129,917
Participant contributions at beginning of year	2022-12-31	$152,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$10,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$12,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-871,960
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,429,218
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,301,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,307,192
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,158,633
Interest on participant loans	2022-12-31	$6,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$3,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$3,134
Net investment gain/loss from pooled separate accounts	2022-12-31	$-971,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$155,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$456,340
Contract administrator fees	2022-12-31	$56,134
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FROST, PLLC
Accountancy firm EIN	2022-12-31	710817652
2021 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$12,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$38,051
Total income from all sources (including contributions)	2021-12-31	$1,425,348
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$359,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$288,551
Value of total corrective distributions	2021-12-31	$12,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$612,095
Value of total assets at end of year	2021-12-31	$6,314,057
Value of total assets at beginning of year	2021-12-31	$5,273,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$58,281
Total interest from all sources	2021-12-31	$6,904
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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$456,509
Participant contributions at end of year	2021-12-31	$152,290
Participant contributions at beginning of year	2021-12-31	$113,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$12,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$38,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,065,637
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,301,178
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,235,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,158,633
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,159,216
Interest on participant loans	2021-12-31	$6,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$454
Net investment gain/loss from pooled separate accounts	2021-12-31	$806,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$155,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$288,551
Contract administrator fees	2021-12-31	$58,281
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FROST, PLLC
Accountancy firm EIN	2021-12-31	710817652
2020 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$38,051
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$51,909
Total income from all sources (including contributions)	2020-12-31	$1,339,315
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$210,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$120,945
Expenses. Certain deemed distributions of participant loans	2020-12-31	$7,725
Value of total corrective distributions	2020-12-31	$38,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$547,998
Value of total assets at end of year	2020-12-31	$5,273,592
Value of total assets at beginning of year	2020-12-31	$4,158,311
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$43,455
Total interest from all sources	2020-12-31	$7,186
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$414,624
Participant contributions at end of year	2020-12-31	$113,922
Participant contributions at beginning of year	2020-12-31	$136,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$38,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$51,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,129,139
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,235,541
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,106,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,159,216
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,021,865
Interest on participant loans	2020-12-31	$7,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$4
Net investment gain/loss from pooled separate accounts	2020-12-31	$784,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$133,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$120,945
Contract administrator fees	2020-12-31	$43,455
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FROST, PLLC
Accountancy firm EIN	2020-12-31	710817652
2019 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$51,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5,900
Total income from all sources (including contributions)	2019-12-31	$1,159,227
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$347,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$254,282
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,983
Value of total corrective distributions	2019-12-31	$51,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$453,778
Value of total assets at end of year	2019-12-31	$4,158,311
Value of total assets at beginning of year	2019-12-31	$3,300,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$37,839
Total interest from all sources	2019-12-31	$7,605
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$347,192
Participant contributions at end of year	2019-12-31	$136,442
Participant contributions at beginning of year	2019-12-31	$135,555
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$51,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$5,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$812,214
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,106,402
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,294,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,021,865
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,162,563
Interest on participant loans	2019-12-31	$7,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,970
Net investment gain/loss from pooled separate accounts	2019-12-31	$697,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$105,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$254,282
Contract administrator fees	2019-12-31	$37,839
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FROST, PLLC
Accountancy firm EIN	2019-12-31	710817652
2018 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$5,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$8,203
Total income from all sources (including contributions)	2018-12-31	$257,957
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$252,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$204,904
Expenses. Certain deemed distributions of participant loans	2018-12-31	$7,808
Value of total corrective distributions	2018-12-31	$5,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$419,127
Value of total assets at end of year	2018-12-31	$3,300,088
Value of total assets at beginning of year	2018-12-31	$3,297,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$34,230
Total interest from all sources	2018-12-31	$7,559
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$363,805
Participant contributions at end of year	2018-12-31	$135,555
Participant contributions at beginning of year	2018-12-31	$107,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$5,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$8,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$5,115
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,294,188
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,289,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,162,563
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,189,581
Interest on participant loans	2018-12-31	$7,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$260
Net investment gain/loss from pooled separate accounts	2018-12-31	$-168,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$55,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$204,904
Contract administrator fees	2018-12-31	$34,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	FROST, PLLC
Accountancy firm EIN	2018-12-31	710817652
2017 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$8,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$37,268
Total income from all sources (including contributions)	2017-12-31	$847,993
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$181,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$124,083
Expenses. Certain deemed distributions of participant loans	2017-12-31	$19,667
Value of total corrective distributions	2017-12-31	$8,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$410,226
Value of total assets at end of year	2017-12-31	$3,297,276
Value of total assets at beginning of year	2017-12-31	$2,660,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$29,701
Total interest from all sources	2017-12-31	$4,717
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$353,213
Participant contributions at end of year	2017-12-31	$107,435
Participant contributions at beginning of year	2017-12-31	$105,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$8,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$37,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$666,339
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,289,073
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,622,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,189,581
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,551,601
Interest on participant loans	2017-12-31	$4,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,995
Net investment gain/loss from pooled separate accounts	2017-12-31	$433,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$57,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$124,083
Contract administrator fees	2017-12-31	$29,701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FROST, PLLC
Accountancy firm EIN	2017-12-31	710817652
2016 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$37,268
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$599,784
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$317,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$252,771
Expenses. Certain deemed distributions of participant loans	2016-12-31	$3,301
Value of total corrective distributions	2016-12-31	$37,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$424,583
Value of total assets at end of year	2016-12-31	$2,660,002
Value of total assets at beginning of year	2016-12-31	$2,340,128
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$23,838
Total interest from all sources	2016-12-31	$4,760
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$265,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$335,278
Participant contributions at end of year	2016-12-31	$105,406
Participant contributions at beginning of year	2016-12-31	$87,810
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$35,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$37,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	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 appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$282,606
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,622,734
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,340,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,551,601
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,252,062
Interest on participant loans	2016-12-31	$4,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$256
Net investment gain/loss from pooled separate accounts	2016-12-31	$170,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$54,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$252,771
Contract administrator fees	2016-12-31	$23,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FROST, PLLC
Accountancy firm EIN	2016-12-31	710817652
2015 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$292,707
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$181,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$174,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$292,149
Value of total assets at end of year	2015-12-31	$2,340,128
Value of total assets at beginning of year	2015-12-31	$2,229,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,313
Total interest from all sources	2015-12-31	$3,805
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$265,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$259,710
Participant contributions at end of year	2015-12-31	$87,810
Participant contributions at beginning of year	2015-12-31	$123,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$110,772
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,340,128
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,229,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$306,961
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,252,062
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,798,879
Interest on participant loans	2015-12-31	$3,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$7
Net investment gain/loss from pooled separate accounts	2015-12-31	$-3,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$32,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$174,622
Contract administrator fees	2015-12-31	$7,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TERKELSEN, SMITH AND TYREE, P.L.C
Accountancy firm EIN	2015-12-31	860878733
2014 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$368,252
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$350,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$350,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$290,730
Value of total assets at end of year	2014-12-31	$2,229,356
Value of total assets at beginning of year	2014-12-31	$2,211,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$53
Total interest from all sources	2014-12-31	$5,583
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$265,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$257,406
Participant contributions at end of year	2014-12-31	$123,516
Participant contributions at beginning of year	2014-12-31	$181,925
Administrative expenses (other) incurred	2014-12-31	$53
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$18,056
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,229,356
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,211,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$306,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,798,879
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,029,375
Interest on participant loans	2014-12-31	$5,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$21,549
Net investment gain/loss from pooled separate accounts	2014-12-31	$50,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$33,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$350,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TERKELSEN, SMITH, TYREE & SNELL
Accountancy firm EIN	2014-12-31	860878733
2013 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$528,249
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$126,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$126,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$308,629
Value of total assets at end of year	2013-12-31	$2,211,300
Value of total assets at beginning of year	2013-12-31	$1,809,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$7,773
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$265,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$260,708
Participant contributions at end of year	2013-12-31	$181,925
Participant contributions at beginning of year	2013-12-31	$184,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$401,653
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,211,300
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,809,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,029,375
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,625,461
Income. Interest from loans (other than to participants)	2013-12-31	$7,773
Net investment gain/loss from pooled separate accounts	2013-12-31	$211,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$47,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$126,596
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GRAY AND TERKELSEN, P.L.L.C.
Accountancy firm EIN	2013-12-31	860878733
2012 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$457,428
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$291,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$228,642
Expenses. Certain deemed distributions of participant loans	2012-12-31	$8,271
Value of total corrective distributions	2012-12-31	$52,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$321,775
Value of total assets at end of year	2012-12-31	$1,809,647
Value of total assets at beginning of year	2012-12-31	$1,644,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,469
Total interest from all sources	2012-12-31	$11,130
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$265,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$240,188
Participant contributions at end of year	2012-12-31	$184,186
Participant contributions at beginning of year	2012-12-31	$162,370
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$2,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$165,526
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,809,647
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,644,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$953,021
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,625,461
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$11,130
Income. Interest from US Government securities	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$528,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$528,730
Net investment gain/loss from pooled separate accounts	2012-12-31	$124,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$81,587
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$228,642
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GRAY AND TERKELSEN, P.L.L.C.
Accountancy firm EIN	2012-12-31	860878733
2011 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$302,331
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$147,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$119,194
Expenses. Certain deemed distributions of participant loans	2011-12-31	$22,739
Value of total corrective distributions	2011-12-31	$5,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$309,652
Value of total assets at end of year	2011-12-31	$1,644,121
Value of total assets at beginning of year	2011-12-31	$1,489,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$5,799
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$20,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$20,872
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$265,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$261,631
Participant contributions at end of year	2011-12-31	$162,370
Participant contributions at beginning of year	2011-12-31	$143,741
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$8,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$154,644
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,644,121
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,489,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$953,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$851,739
Interest on participant loans	2011-12-31	$5,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$528,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$483,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$483,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-33,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$48,021
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$1,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$119,194
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRAY AND TERKELSEN, P.L.L.C.
Accountancy firm EIN	2011-12-31	860878733
2010 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$336,050
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$364,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$364,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$226,894
Value of total assets at end of year	2010-12-31	$1,489,477
Value of total assets at beginning of year	2010-12-31	$1,517,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$7,556
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$19,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$19,420
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$265,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$193,265
Participant contributions at end of year	2010-12-31	$143,741
Participant contributions at beginning of year	2010-12-31	$168,398
Participant contributions at end of year	2010-12-31	$8,613
Participant contributions at beginning of year	2010-12-31	$4,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-28,042
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,489,477
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,517,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$851,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$915,160
Interest on participant loans	2010-12-31	$7,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$483,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$428,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$428,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$445
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$82,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$33,629
Employer contributions (assets) at end of year	2010-12-31	$1,533
Employer contributions (assets) at beginning of year	2010-12-31	$850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$364,092
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GRAY AND TERKELSEN, P.L.L.C.
Accountancy firm EIN	2010-12-31	860878733
2009 : BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

2022: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BILL ALEXANDER AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119755

Policy instance

Insurance contract or identification number	119755
Number of Individuals Covered	150
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $25,205
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	22340
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119755

Policy instance

Insurance contract or identification number	119755
Number of Individuals Covered	159
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $25,731
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	22772
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119755

Policy instance

Insurance contract or identification number	119755
Number of Individuals Covered	157
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $19,027
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	16719
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119755

Policy instance

Insurance contract or identification number	119755
Number of Individuals Covered	116
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $16,383
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	14453
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119755

Policy instance

Insurance contract or identification number	119755
Number of Individuals Covered	115
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $14,981
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13250
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119755

Policy instance

Insurance contract or identification number	119755
Number of Individuals Covered	133
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $13,213
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	11432
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Insurance broker name	MATTHEWS GOLD KENNEDY & SNOW, INC

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Company Name:	BILL ALEXANDER FORD LINCOLN MERCURY, INC.
Employer identification number (EIN):	860393506
NAIC Classification:	441110
NAIC Description:	New Car Dealers