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FIVE STAR DEALERSHIPS 401(K) PLAN 401k Plan overview

Plan NameFIVE STAR DEALERSHIPS 401(K) PLAN
Plan identification number 001

FIVE STAR DEALERSHIPS 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

FIVE STAR MOTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIVE STAR MOTORS, INC.
Employer identification number (EIN):911887754
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about FIVE STAR MOTORS, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1997-12-30
Company Identification Number: 601843543
Legal Registered Office Address: 212 S BOONE ST

ABERDEEN
United States of America (USA)
985208204

More information about FIVE STAR MOTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIVE STAR DEALERSHIPS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RICHARD HARTMAN2023-10-03
0012021-01-01RICHARD HARTMAN2022-10-10
0012020-01-01RICHARD HARTMAN2021-10-11 RICHARD HARTMAN2021-10-11
0012019-01-01RICHARD HARTMAN2020-10-05 RICHARD HARTMAN2020-10-05
0012018-01-01RICHARD HARTMAN2019-10-07 RICHARD HARTMAN2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RICHARD HARTMAN RICHARD HARTMAN2013-10-09
0012011-01-01RICHARD HARTMAN RICHARD HARTMAN2012-10-11
0012010-01-01RICHARD HARTMAN RICHARD HARTMAN2012-10-08
0012009-01-01RICHARD HARTMAN RICHARD HARTMAN2010-10-14
0012008-01-01RICH HARTMAN

Plan Statistics for FIVE STAR DEALERSHIPS 401(K) PLAN

401k plan membership statisitcs for FIVE STAR DEALERSHIPS 401(K) PLAN

Measure Date Value
2022: FIVE STAR DEALERSHIPS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01169
Total number of active participants reported on line 7a of the Form 55002022-01-01140
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01157
Number of participants with account balances2022-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: FIVE STAR DEALERSHIPS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01159
Total number of active participants reported on line 7a of the Form 55002021-01-01138
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01161
Number of participants with account balances2021-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: FIVE STAR DEALERSHIPS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01159
Total number of active participants reported on line 7a of the Form 55002020-01-01138
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01161
Number of participants with account balances2020-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: FIVE STAR DEALERSHIPS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-01144
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01163
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: FIVE STAR DEALERSHIPS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-0197
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01117
Number of participants with account balances2018-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: FIVE STAR DEALERSHIPS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01130
Total number of active participants reported on line 7a of the Form 55002017-01-0197
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01119
Number of participants with account balances2017-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: FIVE STAR DEALERSHIPS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01149
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01127
Number of participants with account balances2016-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: FIVE STAR DEALERSHIPS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01127
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01140
Number of participants with account balances2015-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: FIVE STAR DEALERSHIPS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01113
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01124
Number of participants with account balances2014-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: FIVE STAR DEALERSHIPS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01111
Total number of active participants reported on line 7a of the Form 55002013-01-01105
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01111
Number of participants with account balances2013-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: FIVE STAR DEALERSHIPS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-0197
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01108
Number of participants with account balances2012-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FIVE STAR DEALERSHIPS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01132
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01131
Number of participants with account balances2011-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FIVE STAR DEALERSHIPS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01141
Total number of active participants reported on line 7a of the Form 55002010-01-01105
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01125
Number of participants with account balances2010-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: FIVE STAR DEALERSHIPS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01151
Total number of active participants reported on line 7a of the Form 55002009-01-01116
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01137
Number of participants with account balances2009-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011
2008: FIVE STAR DEALERSHIPS 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01182
Total number of active participants reported on line 7a of the Form 55002008-01-01129
Number of retired or separated participants receiving benefits2008-01-011
Number of other retired or separated participants entitled to future benefits2008-01-0120
Total of all active and inactive participants2008-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01150
Number of participants with account balances2008-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0112

Financial Data on FIVE STAR DEALERSHIPS 401(K) PLAN

Measure Date Value
2022 : FIVE STAR DEALERSHIPS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9
Total income from all sources (including contributions)2022-12-31$-325,264
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$133,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$133,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$288,848
Value of total assets at end of year2022-12-31$3,505,472
Value of total assets at beginning of year2022-12-31$3,964,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$2,835
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$261,413
Participant contributions at end of year2022-12-31$60,037
Participant contributions at beginning of year2022-12-31$74,893
Liabilities. Value of operating payables at end of year2022-12-31$9
Liabilities. Value of operating payables at beginning of year2022-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-458,829
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,505,463
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,964,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,445,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,889,408
Interest on participant loans2022-12-31$2,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-616,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$27,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$133,565
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2022-12-31272881734
2021 : FIVE STAR DEALERSHIPS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15
Total income from all sources (including contributions)2021-12-31$784,252
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$346,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$342,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$327,662
Value of total assets at end of year2021-12-31$3,964,301
Value of total assets at beginning of year2021-12-31$3,526,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,252
Total interest from all sources2021-12-31$2,534
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$219,789
Participant contributions at end of year2021-12-31$74,893
Participant contributions at beginning of year2021-12-31$38,334
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$81,638
Liabilities. Value of operating payables at end of year2021-12-31$9
Liabilities. Value of operating payables at beginning of year2021-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$437,890
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,964,292
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,526,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$4,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,889,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,488,083
Interest on participant loans2021-12-31$2,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$454,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$26,235
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$342,110
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2021-12-31272881734
2020 : FIVE STAR DEALERSHIPS 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$201
Total income from all sources (including contributions)2020-12-31$898,735
Total of all expenses incurred2020-12-31$74,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$71,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$565,724
Value of total assets at end of year2020-12-31$3,526,417
Value of total assets at beginning of year2020-12-31$2,701,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,537
Total interest from all sources2020-12-31$1,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$185,022
Participant contributions at end of year2020-12-31$38,334
Participant contributions at beginning of year2020-12-31$39,151
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$353,342
Liabilities. Value of operating payables at end of year2020-12-31$15
Liabilities. Value of operating payables at beginning of year2020-12-31$201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$824,685
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,526,402
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,701,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,537
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,488,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,662,707
Interest on participant loans2020-12-31$1,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$331,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$27,360
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$71,513
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2020-12-31272881734
2019 : FIVE STAR DEALERSHIPS 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$201
Total income from all sources (including contributions)2019-12-31$828,772
Total of all expenses incurred2019-12-31$31,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,789
Expenses. Certain deemed distributions of participant loans2019-12-31$56
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$479,718
Value of total assets at end of year2019-12-31$2,701,918
Value of total assets at beginning of year2019-12-31$1,904,790
Total interest from all sources2019-12-31$2,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$157,015
Participant contributions at end of year2019-12-31$39,151
Participant contributions at beginning of year2019-12-31$57,013
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$300,293
Liabilities. Value of operating payables at end of year2019-12-31$201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$796,927
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,701,717
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,904,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,662,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,297,825
Interest on participant loans2019-12-31$2,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$549,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$346,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$22,410
Employer contributions (assets) at end of year2019-12-31$60
Employer contributions (assets) at beginning of year2019-12-31$45
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,789
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2019-12-31272881734
2018 : FIVE STAR DEALERSHIPS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-11,149
Total of all expenses incurred2018-12-31$250,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$247,054
Expenses. Certain deemed distributions of participant loans2018-12-31$3,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$111,237
Value of total assets at end of year2018-12-31$1,904,790
Value of total assets at beginning of year2018-12-31$2,165,993
Total interest from all sources2018-12-31$3,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$93,687
Participant contributions at end of year2018-12-31$57,013
Participant contributions at beginning of year2018-12-31$65,624
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-261,203
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,904,790
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,165,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,297,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,498,766
Interest on participant loans2018-12-31$3,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$549,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$601,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-125,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$17,550
Employer contributions (assets) at end of year2018-12-31$45
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$247,054
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2018-12-31272881734
2017 : FIVE STAR DEALERSHIPS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$367,615
Total of all expenses incurred2017-12-31$120,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$120,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$123,490
Value of total assets at end of year2017-12-31$2,165,993
Value of total assets at beginning of year2017-12-31$1,919,280
Total interest from all sources2017-12-31$3,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$106,000
Participant contributions at end of year2017-12-31$65,624
Participant contributions at beginning of year2017-12-31$106,678
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$246,713
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,165,993
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,919,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,498,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,305,315
Income. Interest from loans (other than to participants)2017-12-31$3,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$601,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$507,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$240,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$17,490
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$120,902
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2017-12-31272881734
2016 : FIVE STAR DEALERSHIPS 401(K) PLAN 2016 401k financial data
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$273,327
Total of all expenses incurred2016-12-31$364,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$357,754
Expenses. Certain deemed distributions of participant loans2016-12-31$6,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$152,594
Value of total assets at end of year2016-12-31$1,919,280
Value of total assets at beginning of year2016-12-31$2,010,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$5,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$130,124
Participant contributions at end of year2016-12-31$106,678
Participant contributions at beginning of year2016-12-31$132,541
Participant contributions at end of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-90,774
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,919,280
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,010,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,305,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,333,309
Interest on participant loans2016-12-31$5,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$507,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$544,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$115,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$22,470
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$357,754
Contract administrator fees2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2016-12-31272881734
2015 : FIVE STAR DEALERSHIPS 401(K) PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$58
Total income from all sources (including contributions)2015-12-31$168,287
Total of all expenses incurred2015-12-31$61,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$60,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$194,382
Value of total assets at end of year2015-12-31$2,010,054
Value of total assets at beginning of year2015-12-31$1,903,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,191
Total interest from all sources2015-12-31$4,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$171,062
Participant contributions at end of year2015-12-31$132,541
Participant contributions at beginning of year2015-12-31$94,694
Liabilities. Value of operating payables at beginning of year2015-12-31$58
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$107,029
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,010,054
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,903,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,333,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,271,853
Interest on participant loans2015-12-31$4,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$544,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$535,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-30,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$23,320
Employer contributions (assets) at end of year2015-12-31$100
Employer contributions (assets) at beginning of year2015-12-31$575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$60,067
Contract administrator fees2015-12-31$1,191
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2015-12-31272881734
2014 : FIVE STAR DEALERSHIPS 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$42,949
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$58
Total income from all sources (including contributions)2014-12-31$223,432
Total of all expenses incurred2014-12-31$21,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$21,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$141,928
Value of total assets at end of year2014-12-31$1,903,083
Value of total assets at beginning of year2014-12-31$1,658,639
Total interest from all sources2014-12-31$4,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$120,098
Participant contributions at end of year2014-12-31$94,694
Participant contributions at beginning of year2014-12-31$129,531
Liabilities. Value of operating payables at end of year2014-12-31$58
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$201,437
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,903,025
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,658,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,271,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,045,755
Income. Interest from loans (other than to participants)2014-12-31$4,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$535,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$483,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$76,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$21,830
Employer contributions (assets) at end of year2014-12-31$575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$21,995
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2014-12-31272881734
2013 : FIVE STAR DEALERSHIPS 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$329,634
Total of all expenses incurred2013-12-31$18,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$113,397
Value of total assets at end of year2013-12-31$1,658,639
Value of total assets at beginning of year2013-12-31$1,347,973
Total interest from all sources2013-12-31$5,793
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$95,262
Participant contributions at end of year2013-12-31$129,531
Participant contributions at beginning of year2013-12-31$126,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$310,666
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,658,639
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,347,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,045,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$881,032
Interest on participant loans2013-12-31$5,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$483,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$340,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$210,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$18,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,968
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2013-12-31272881734
2012 : FIVE STAR DEALERSHIPS 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$190,712
Total of all expenses incurred2012-12-31$199,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$199,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$86,251
Value of total assets at end of year2012-12-31$1,347,973
Value of total assets at beginning of year2012-12-31$1,357,027
Total interest from all sources2012-12-31$5,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$70,366
Participant contributions at end of year2012-12-31$126,854
Participant contributions at beginning of year2012-12-31$142,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-9,054
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,347,973
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,357,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$881,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$864,168
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$5,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$340,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$350,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$98,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$15,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$199,766
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2012-12-31272881734
2011 : FIVE STAR DEALERSHIPS 401(K) PLAN 2011 401k financial data
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$50,767
Total of all expenses incurred2011-12-31$74,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$74,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$98,748
Value of total assets at end of year2011-12-31$1,357,027
Value of total assets at beginning of year2011-12-31$1,380,423
Total interest from all sources2011-12-31$8,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$81,768
Participant contributions at end of year2011-12-31$142,226
Participant contributions at beginning of year2011-12-31$164,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-23,396
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,357,027
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,380,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$864,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$863,902
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$8,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$350,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$351,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-56,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$16,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$74,163
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2011-12-31272881734
2010 : FIVE STAR DEALERSHIPS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15
Total income from all sources (including contributions)2010-12-31$173,601
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$420,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$420,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$89,258
Value of total assets at end of year2010-12-31$1,380,423
Value of total assets at beginning of year2010-12-31$1,627,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$9,227
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$71,028
Participant contributions at end of year2010-12-31$164,798
Participant contributions at beginning of year2010-12-31$152,622
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,025
Liabilities. Value of operating payables at beginning of year2010-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-246,844
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,380,423
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,627,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$863,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,154,976
Value of interest in pooled separate accounts at end of year2010-12-31$863,902
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,154,976
Interest on participant loans2010-12-31$9,227
Income. Interest from loans (other than to participants)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$351,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$319,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$75,116
Net investment gain/loss from pooled separate accounts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$17,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$420,445
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CPA CONSULTING, INC., P.S.
Accountancy firm EIN2010-12-31912015797

Form 5500 Responses for FIVE STAR DEALERSHIPS 401(K) PLAN

2022: FIVE STAR DEALERSHIPS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIVE STAR DEALERSHIPS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIVE STAR DEALERSHIPS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIVE STAR DEALERSHIPS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIVE STAR DEALERSHIPS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIVE STAR DEALERSHIPS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIVE STAR DEALERSHIPS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIVE STAR DEALERSHIPS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIVE STAR DEALERSHIPS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIVE STAR DEALERSHIPS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIVE STAR DEALERSHIPS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIVE STAR DEALERSHIPS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FIVE STAR DEALERSHIPS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIVE STAR DEALERSHIPS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: FIVE STAR DEALERSHIPS 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80227
Policy instance 1
Insurance contract or identification number570-80227
Number of Individuals Covered160
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,210
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,210
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80227
Policy instance 2
Insurance contract or identification number570-80227
Number of Individuals Covered104
Insurance policy start date2021-01-01
Insurance policy end date2021-07-20
Total amount of commissions paid to insurance brokerUSD $888
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $888
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80000
Policy instance 1
Insurance contract or identification number570-80000
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,638
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,638
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80000
Policy instance 1
Insurance contract or identification number570-80000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,345
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,345
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80000
Policy instance 1
Insurance contract or identification number570-80000
Number of Individuals Covered102
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,749
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,749
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80000
Policy instance 1
Insurance contract or identification number570-80000
Number of Individuals Covered69
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,405
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,405
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80000
Policy instance 1
Insurance contract or identification number570-80000
Number of Individuals Covered72
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,349
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,349
Insurance broker organization code?3
Insurance broker nameSIGNATOR INVESTORS, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80000
Policy instance 1
Insurance contract or identification number570-80000
Number of Individuals Covered82
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,541
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,541
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSIGNATOR FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80000
Policy instance 1
Insurance contract or identification number570-80000
Number of Individuals Covered75
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,331
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,331
Insurance broker organization code?3
Insurance broker nameSIGNATOR FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80000
Policy instance 1
Insurance contract or identification number570-80000
Number of Individuals Covered72
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,198
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,198
Insurance broker organization code?3
Insurance broker nameSIGNATOR FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80000
Policy instance 1
Insurance contract or identification number570-80000
Number of Individuals Covered59
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,018
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,592
Insurance broker organization code?3
Insurance broker nameSYMETRA INVESTMENT SERVICES, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80000
Policy instance 1
Insurance contract or identification number570-80000
Number of Individuals Covered68
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,948
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number570-80000
Policy instance 1
Insurance contract or identification number570-80000
Number of Individuals Covered75
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,043
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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