401k Plan data: CARR AUTO GROUP 401(K) RETIREMENT PLAN plan

CARR AUTO GROUP 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	CARR AUTO GROUP 401(K) RETIREMENT PLAN
Plan identification number	002

CARR AUTO GROUP 401(K) RETIREMENT 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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)).
Life insurance

401k Sponsoring company profile

CARR AUTO GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARR AUTO GROUP, INC.

Employer identification number (EIN): 930959413

NAIC Classification: 441110
NAIC Description: New Car Dealers

Additional information about CARR AUTO GROUP, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1987-10-16

Company Identification Number: 9163684

Legal Registered Office Address: 888 SW 5TH AVE STE 1600

PORTLAND
United States of America (USA)
97204

More information about CARR AUTO GROUP, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MARY HANKEN
002 2016-01-01 MARY HANKEN
002 2015-01-01 MARY HANKEN
002 2014-01-01 MARY HANKEN
002 2013-01-01 MARY HANKEN
002 2012-01-01 MARY BLAKE
002 2011-01-01 MARY M. BLAKE MARY M. BLAKE 2012-10-08
002 2010-01-01 MARY M. BLAKE MARY M. BLAKE 2011-07-27
002 2009-01-01 MARY BLAKE

Plan Statistics for CARR AUTO GROUP 401(K) RETIREMENT PLAN

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

Measure Date Value
2022: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 253
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 95
Total of all active and inactive participants 2022-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 351
Number of participants with account balances 2022-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 26
2021: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 423
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 256
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 142
Total of all active and inactive participants 2021-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 398
Number of participants with account balances 2021-01-01 385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 59
2020: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 435
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 304
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 119
Total of all active and inactive participants 2020-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 423
Number of participants with account balances 2020-01-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 43
2019: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 403
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 344
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 91
Total of all active and inactive participants 2019-01-01 435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 435
Number of participants with account balances 2019-01-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 39
2018: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 317
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 86
Total of all active and inactive participants 2018-01-01 403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 403
Number of participants with account balances 2018-01-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 57
2017: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 354
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 320
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 78
Total of all active and inactive participants 2017-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 398
Number of participants with account balances 2017-01-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 51
2016: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 304
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 50
Total of all active and inactive participants 2016-01-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 354
Number of participants with account balances 2016-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 30
2015: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 286
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 53
Total of all active and inactive participants 2015-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 339
Number of participants with account balances 2015-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 23
2014: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 244
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 44
Total of all active and inactive participants 2014-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 288
Number of participants with account balances 2014-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 204
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 37
Total of all active and inactive participants 2013-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 241
Number of participants with account balances 2013-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 210
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 37
Total of all active and inactive participants 2012-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 247
Number of participants with account balances 2012-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 213
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 114
Total of all active and inactive participants 2011-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 328
Number of participants with account balances 2011-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 186
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 133
Total of all active and inactive participants 2010-01-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 319
Number of participants with account balances 2010-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 192
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 148
Total of all active and inactive participants 2009-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 340
Number of participants with account balances 2009-01-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	253
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	95
Total of all active and inactive participants	2022-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	351
Number of participants with account balances	2022-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	26
2021: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	256
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	142
Total of all active and inactive participants	2021-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	398
Number of participants with account balances	2021-01-01	385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	59
2020: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	435
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	304
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	119
Total of all active and inactive participants	2020-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	423
Number of participants with account balances	2020-01-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	43
2019: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	403
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	344
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	91
Total of all active and inactive participants	2019-01-01	435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	435
Number of participants with account balances	2019-01-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	39
2018: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	317
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	86
Total of all active and inactive participants	2018-01-01	403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	403
Number of participants with account balances	2018-01-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	57
2017: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	354
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	320
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	78
Total of all active and inactive participants	2017-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	398
Number of participants with account balances	2017-01-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	51
2016: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	304
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	50
Total of all active and inactive participants	2016-01-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	354
Number of participants with account balances	2016-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	30
2015: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	286
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	53
Total of all active and inactive participants	2015-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	339
Number of participants with account balances	2015-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	23
2014: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	244
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	44
Total of all active and inactive participants	2014-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	288
Number of participants with account balances	2014-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	204
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	37
Total of all active and inactive participants	2013-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	241
Number of participants with account balances	2013-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	210
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	37
Total of all active and inactive participants	2012-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	247
Number of participants with account balances	2012-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	213
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	114
Total of all active and inactive participants	2011-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	328
Number of participants with account balances	2011-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	186
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	133
Total of all active and inactive participants	2010-01-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	319
Number of participants with account balances	2010-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	192
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	148
Total of all active and inactive participants	2009-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	340
Number of participants with account balances	2009-01-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on CARR AUTO GROUP 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : CARR AUTO GROUP 401(K) RETIREMENT 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	$116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$738
Total income from all sources (including contributions)	2022-12-31	$-1,430,697
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$961,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$854,741
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,826,682
Value of total assets at end of year	2022-12-31	$16,597,750
Value of total assets at beginning of year	2022-12-31	$18,990,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$103,114
Total interest from all sources	2022-12-31	$3,797
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	$1,106,997
Participant contributions at end of year	2022-12-31	$64,349
Participant contributions at beginning of year	2022-12-31	$85,645
Participant contributions at end of year	2022-12-31	$6,196
Participant contributions at beginning of year	2022-12-31	$41
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$30,822
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$53,289
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$124,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$738
Other income not declared elsewhere	2022-12-31	$14,274
Total non interest bearing cash at end of year	2022-12-31	$19,506
Total non interest bearing cash at beginning of year	2022-12-31	$24,554
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	$-2,392,148
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,597,634
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,989,782
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	$15,849,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,227,978
Interest on participant loans	2022-12-31	$3,414
Interest earned on other investments	2022-12-31	$383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$51,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$46,746
Net investment gain/loss from pooled separate accounts	2022-12-31	$-3,275,450
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	$595,509
Employer contributions (assets) at end of year	2022-12-31	$575,402
Employer contributions (assets) at beginning of year	2022-12-31	$552,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$854,741
Contract administrator fees	2022-12-31	$103,114
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	WORTHY & COMPANY, LLC
Accountancy firm EIN	2022-12-31	208092242
2021 : CARR AUTO GROUP 401(K) RETIREMENT 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	$738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,357,390
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,343,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,232,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,624,331
Value of total assets at end of year	2021-12-31	$18,990,520
Value of total assets at beginning of year	2021-12-31	$16,975,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$110,457
Total interest from all sources	2021-12-31	$4,584
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	$971,468
Participant contributions at end of year	2021-12-31	$85,645
Participant contributions at beginning of year	2021-12-31	$98,878
Participant contributions at end of year	2021-12-31	$41
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$53,289
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$51,737
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$79,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$1,552
Administrative expenses (other) incurred	2021-12-31	$200
Total non interest bearing cash at end of year	2021-12-31	$24,554
Total non interest bearing cash at beginning of year	2021-12-31	$19,657
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	$2,013,965
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,989,782
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,975,817
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	$18,227,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$16,456,102
Interest on participant loans	2021-12-31	$4,243
Interest earned on other investments	2021-12-31	$341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$46,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$43,846
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,726,923
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	$573,350
Employer contributions (assets) at end of year	2021-12-31	$552,267
Employer contributions (assets) at beginning of year	2021-12-31	$305,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,232,968
Contract administrator fees	2021-12-31	$110,257
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	WORTHY & COMPANY, LLC
Accountancy firm EIN	2021-12-31	208092242
2020 : CARR AUTO GROUP 401(K) RETIREMENT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$578
Total income from all sources (including contributions)	2020-12-31	$3,923,538
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,699,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,610,135
Expenses. Certain deemed distributions of participant loans	2020-12-31	$7,183
Value of total corrective distributions	2020-12-31	$-89
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,439,699
Value of total assets at end of year	2020-12-31	$16,975,817
Value of total assets at beginning of year	2020-12-31	$14,752,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$82,597
Total interest from all sources	2020-12-31	$4,077
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	$930,191
Participant contributions at end of year	2020-12-31	$98,878
Participant contributions at beginning of year	2020-12-31	$34,568
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$63
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$51,737
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$49,639
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$186,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$578
Other income not declared elsewhere	2020-12-31	$1,765
Administrative expenses (other) incurred	2020-12-31	$500
Total non interest bearing cash at end of year	2020-12-31	$19,657
Total non interest bearing cash at beginning of year	2020-12-31	$37,492
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	$2,223,712
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,975,817
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,752,105
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	$16,456,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,300,479
Interest on participant loans	2020-12-31	$3,652
Interest earned on other investments	2020-12-31	$425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$43,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$42,612
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,477,997
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	$322,858
Employer contributions (assets) at end of year	2020-12-31	$305,597
Employer contributions (assets) at beginning of year	2020-12-31	$287,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,610,135
Contract administrator fees	2020-12-31	$82,097
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	Unqualified
Accountancy firm name	2020-12-31	WORTHY & COMPANY, LLC
Accountancy firm EIN	2020-12-31	208092242
2019 : CARR AUTO GROUP 401(K) RETIREMENT 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	$578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$357
Total income from all sources (including contributions)	2019-12-31	$3,908,396
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$387,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$386,697
Value of total corrective distributions	2019-12-31	$578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,311,696
Value of total assets at end of year	2019-12-31	$14,752,683
Value of total assets at beginning of year	2019-12-31	$11,231,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$626
Total interest from all sources	2019-12-31	$1,711
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	$987,232
Participant contributions at end of year	2019-12-31	$34,568
Participant contributions at beginning of year	2019-12-31	$38,983
Participant contributions at end of year	2019-12-31	$63
Participant contributions at beginning of year	2019-12-31	$63
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$49,639
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$47,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$357
Other income not declared elsewhere	2019-12-31	$3,832
Administrative expenses (other) incurred	2019-12-31	$400
Total non interest bearing cash at end of year	2019-12-31	$37,492
Total non interest bearing cash at beginning of year	2019-12-31	$15,349
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	$3,520,495
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,752,105
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,231,610
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	$14,300,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,800,728
Interest on participant loans	2019-12-31	$1,293
Interest earned on other investments	2019-12-31	$418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$42,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$38,578
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,591,157
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	$324,464
Employer contributions (assets) at end of year	2019-12-31	$287,830
Employer contributions (assets) at beginning of year	2019-12-31	$290,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$386,697
Contract administrator fees	2019-12-31	$226
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	WORTHY & COMPANY, LLC
Accountancy firm EIN	2019-12-31	208092242
2018 : CARR AUTO GROUP 401(K) RETIREMENT 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	$357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$295,550
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,354,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,353,346
Value of total corrective distributions	2018-12-31	$357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,283,969
Value of total assets at end of year	2018-12-31	$11,231,967
Value of total assets at beginning of year	2018-12-31	$12,290,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$530
Total interest from all sources	2018-12-31	$3,173
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	$936,154
Participant contributions at end of year	2018-12-31	$38,983
Participant contributions at beginning of year	2018-12-31	$101,157
Participant contributions at end of year	2018-12-31	$63
Participant contributions at beginning of year	2018-12-31	$113
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$47,633
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$61,890
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$42,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$3,870
Administrative expenses (other) incurred	2018-12-31	$300
Total non interest bearing cash at end of year	2018-12-31	$15,349
Total non interest bearing cash at beginning of year	2018-12-31	$32,579
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	$-1,058,683
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,231,610
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,290,293
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	$10,800,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,817,000
Interest on participant loans	2018-12-31	$2,914
Interest earned on other investments	2018-12-31	$259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$38,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$16,003
Net investment gain/loss from pooled separate accounts	2018-12-31	$-995,462
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	$305,103
Employer contributions (assets) at end of year	2018-12-31	$290,633
Employer contributions (assets) at beginning of year	2018-12-31	$261,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,353,346
Contract administrator fees	2018-12-31	$230
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	WORTHY & COMPANY, LLC
Accountancy firm EIN	2018-12-31	208092242
2017 : CARR AUTO GROUP 401(K) RETIREMENT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$16,757
Total income from all sources (including contributions)	2017-12-31	$2,873,071
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$576,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$576,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,140,137
Value of total assets at end of year	2017-12-31	$12,290,293
Value of total assets at beginning of year	2017-12-31	$10,010,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$421
Total interest from all sources	2017-12-31	$5,061
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	$846,623
Participant contributions at end of year	2017-12-31	$101,157
Participant contributions at beginning of year	2017-12-31	$127,192
Participant contributions at end of year	2017-12-31	$113
Participant contributions at beginning of year	2017-12-31	$113
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$61,890
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$59,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$16,757
Other income not declared elsewhere	2017-12-31	$5,491
Administrative expenses (other) incurred	2017-12-31	$199
Total non interest bearing cash at end of year	2017-12-31	$32,579
Total non interest bearing cash at beginning of year	2017-12-31	$17,001
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	$2,296,287
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,290,293
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,994,006
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	$11,817,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,387,838
Interest on participant loans	2017-12-31	$5,026
Interest earned on other investments	2017-12-31	$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$16,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$10,157
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,722,382
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	No
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	$293,514
Employer contributions (assets) at end of year	2017-12-31	$261,551
Employer contributions (assets) at beginning of year	2017-12-31	$409,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$576,363
Contract administrator fees	2017-12-31	$222
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	WORTHY & COMPANY, LLC
Accountancy firm EIN	2017-12-31	208092242
2016 : CARR AUTO GROUP 401(K) RETIREMENT 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	$16,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$9
Total income from all sources (including contributions)	2016-12-31	$1,834,627
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$808,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$807,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,180,971
Value of total assets at end of year	2016-12-31	$10,010,763
Value of total assets at beginning of year	2016-12-31	$8,967,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$680
Total interest from all sources	2016-12-31	$4,401
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	$500,000
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	$764,485
Participant contributions at end of year	2016-12-31	$127,192
Participant contributions at beginning of year	2016-12-31	$60,113
Participant contributions at end of year	2016-12-31	$113
Participant contributions at beginning of year	2016-12-31	$23,877
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$59,072
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$59,166
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$16,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$9
Other income not declared elsewhere	2016-12-31	$9,581
Administrative expenses (other) incurred	2016-12-31	$500
Total non interest bearing cash at end of year	2016-12-31	$17,001
Total non interest bearing cash at beginning of year	2016-12-31	$15,566
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	$1,026,565
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,994,006
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,967,441
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	$9,387,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,562,001
Interest on participant loans	2016-12-31	$4,141
Interest earned on other investments	2016-12-31	$260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$10,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$16,879
Net investment gain/loss from pooled separate accounts	2016-12-31	$639,674
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	$414,776
Employer contributions (assets) at end of year	2016-12-31	$409,390
Employer contributions (assets) at beginning of year	2016-12-31	$229,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$807,382
Contract administrator fees	2016-12-31	$180
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	WORTHY & COMPANY, LLC
Accountancy firm EIN	2016-12-31	208092242
2015 : CARR AUTO GROUP 401(K) RETIREMENT 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	$9
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,660
Total income from all sources (including contributions)	2015-12-31	$826,230
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$460,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$460,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$942,803
Value of total assets at end of year	2015-12-31	$8,967,450
Value of total assets at beginning of year	2015-12-31	$8,607,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$168
Total interest from all sources	2015-12-31	$3,125
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	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
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	$686,373
Participant contributions at end of year	2015-12-31	$60,113
Participant contributions at beginning of year	2015-12-31	$84,104
Participant contributions at end of year	2015-12-31	$23,877
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$59,166
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$57,352
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$24,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$5,660
Other income not declared elsewhere	2015-12-31	$9,354
Administrative expenses (other) incurred	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$15,566
Total non interest bearing cash at beginning of year	2015-12-31	$1,497
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	$365,558
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,967,441
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,601,883
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	$8,562,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,322,490
Interest on participant loans	2015-12-31	$3,110
Interest earned on other investments	2015-12-31	$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$16,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$16,722
Net investment gain/loss from pooled separate accounts	2015-12-31	$-129,052
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	$231,717
Employer contributions (assets) at end of year	2015-12-31	$229,848
Employer contributions (assets) at beginning of year	2015-12-31	$125,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$460,504
Contract administrator fees	2015-12-31	$168
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	AKT LLP, CPAS
Accountancy firm EIN	2015-12-31	930623286
2014 : CARR AUTO GROUP 401(K) RETIREMENT 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	$5,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$379
Total income from all sources (including contributions)	2014-12-31	$1,540,839
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$299,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$293,205
Value of total corrective distributions	2014-12-31	$5,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,195,078
Value of total assets at end of year	2014-12-31	$8,607,543
Value of total assets at beginning of year	2014-12-31	$7,360,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$652
Total interest from all sources	2014-12-31	$4,084
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	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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	$388,464
Participant contributions at end of year	2014-12-31	$84,104
Participant contributions at beginning of year	2014-12-31	$58,368
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$500
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$57,352
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$65,360
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$681,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$5,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$379
Other income not declared elsewhere	2014-12-31	$1,944
Administrative expenses (other) incurred	2014-12-31	$400
Total non interest bearing cash at end of year	2014-12-31	$1,497
Total non interest bearing cash at beginning of year	2014-12-31	$1,512
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	$1,241,322
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,601,883
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,360,561
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	$8,322,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,123,895
Interest on participant loans	2014-12-31	$4,059
Interest earned on other investments	2014-12-31	$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$16,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$10,672
Net investment gain/loss from pooled separate accounts	2014-12-31	$339,733
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	Yes
Contributions received in cash from employer	2014-12-31	$125,378
Employer contributions (assets) at end of year	2014-12-31	$125,378
Employer contributions (assets) at beginning of year	2014-12-31	$100,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$293,205
Contract administrator fees	2014-12-31	$252
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	AKT LLP, CPAS
Accountancy firm EIN	2014-12-31	930623286
2013 : CARR AUTO GROUP 401(K) RETIREMENT 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	$379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,083
Total income from all sources (including contributions)	2013-12-31	$1,639,760
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$222,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$221,381
Value of total corrective distributions	2013-12-31	$379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$430,465
Value of total assets at end of year	2013-12-31	$7,360,940
Value of total assets at beginning of year	2013-12-31	$5,944,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$451
Total interest from all sources	2013-12-31	$2,888
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	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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	$321,832
Participant contributions at end of year	2013-12-31	$58,368
Participant contributions at beginning of year	2013-12-31	$67,807
Participant contributions at end of year	2013-12-31	$500
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$65,360
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$61,925
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$8,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$1,083
Other income not declared elsewhere	2013-12-31	$2,080
Administrative expenses (other) incurred	2013-12-31	$201
Total non interest bearing cash at end of year	2013-12-31	$1,512
Total non interest bearing cash at beginning of year	2013-12-31	$17,914
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	$1,417,549
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,360,561
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,943,012
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 registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,123,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,706,861
Interest on participant loans	2013-12-31	$2,864
Interest earned on other investments	2013-12-31	$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$10,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$8,719
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,204,327
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	Yes
Contributions received in cash from employer	2013-12-31	$100,633
Employer contributions (assets) at end of year	2013-12-31	$100,633
Employer contributions (assets) at beginning of year	2013-12-31	$80,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$221,381
Contract administrator fees	2013-12-31	$250
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	AKT LLP, CPAS
Accountancy firm EIN	2013-12-31	930623286
2012 : CARR AUTO GROUP 401(K) RETIREMENT 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	$1,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$3,346
Total income from all sources (including contributions)	2012-12-31	$1,079,346
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$443,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$420,829
Value of total corrective distributions	2012-12-31	$1,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$390,152
Value of total assets at end of year	2012-12-31	$5,944,095
Value of total assets at beginning of year	2012-12-31	$5,310,540
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$21,616
Total interest from all sources	2012-12-31	$3,729
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	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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	$290,705
Participant contributions at end of year	2012-12-31	$67,807
Participant contributions at beginning of year	2012-12-31	$84,618
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$61,925
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$58,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$1,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$3,346
Other income not declared elsewhere	2012-12-31	$2,368
Administrative expenses (other) incurred	2012-12-31	$258
Total non interest bearing cash at end of year	2012-12-31	$17,914
Total non interest bearing cash at beginning of year	2012-12-31	$4,500
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	$635,818
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,943,012
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,307,194
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	$5,706,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,997,173
Interest on participant loans	2012-12-31	$3,443
Interest earned on other investments	2012-12-31	$286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$8,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$75,919
Net investment gain/loss from pooled separate accounts	2012-12-31	$683,097
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	Yes
Contributions received in cash from employer	2012-12-31	$99,447
Employer contributions (assets) at end of year	2012-12-31	$80,869
Employer contributions (assets) at beginning of year	2012-12-31	$90,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$420,829
Contract administrator fees	2012-12-31	$21,358
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	AKT LLP, CPAS
Accountancy firm EIN	2012-12-31	930623286
2011 : CARR AUTO GROUP 401(K) RETIREMENT 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	$3,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$8,573
Total income from all sources (including contributions)	2011-12-31	$229,847
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$381,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$338,947
Value of total corrective distributions	2011-12-31	$3,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$454,975
Value of total assets at end of year	2011-12-31	$5,310,540
Value of total assets at beginning of year	2011-12-31	$5,467,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$38,887
Total interest from all sources	2011-12-31	$4,641
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$297,284
Participant contributions at end of year	2011-12-31	$84,618
Participant contributions at beginning of year	2011-12-31	$93,694
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$58,202
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$54,449
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$63,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$3,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$8,573
Other income not declared elsewhere	2011-12-31	$2,397
Administrative expenses (other) incurred	2011-12-31	$237
Total non interest bearing cash at end of year	2011-12-31	$4,500
Total non interest bearing cash at beginning of year	2011-12-31	$12,502
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	$-151,333
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,307,194
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,458,527
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	$4,997,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,172,541
Interest on participant loans	2011-12-31	$4,242
Interest earned on other investments	2011-12-31	$399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$75,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$37,849
Net investment gain/loss from pooled separate accounts	2011-12-31	$-232,166
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	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	Yes
Contributions received in cash from employer	2011-12-31	$94,628
Employer contributions (assets) at end of year	2011-12-31	$90,128
Employer contributions (assets) at beginning of year	2011-12-31	$96,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$338,947
Contract administrator fees	2011-12-31	$38,650
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	AKT LLP, CPAS
Accountancy firm EIN	2011-12-31	930623286
2010 : CARR AUTO GROUP 401(K) RETIREMENT 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	$8,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$67
Total income from all sources (including contributions)	2010-12-31	$1,065,119
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$785,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$732,724
Value of total corrective distributions	2010-12-31	$5,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$404,797
Value of total assets at end of year	2010-12-31	$5,467,100
Value of total assets at beginning of year	2010-12-31	$5,179,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$47,741
Total interest from all sources	2010-12-31	$8,822
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 year	2010-12-31	No
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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	$299,290
Participant contributions at end of year	2010-12-31	$93,694
Participant contributions at beginning of year	2010-12-31	$86,763
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$54,449
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$50,711
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$9,442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$8,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$67
Other income not declared elsewhere	2010-12-31	$2,193
Administrative expenses (other) incurred	2010-12-31	$200
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$12,502
Total non interest bearing cash at beginning of year	2010-12-31	$28,134
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	$279,314
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,458,527
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,179,213
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
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,172,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,515,149
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$4,306
Interest earned on other investments	2010-12-31	$4,516
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$37,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$498,523
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$649,307
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
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$96,065
Employer contributions (assets) at end of year	2010-12-31	$96,065
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$732,724
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$47,541
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
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
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
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	THE WEL GROUP, INC.
Accountancy firm EIN	2010-12-31	202978606
2009 : CARR AUTO GROUP 401(K) RETIREMENT 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 CARR AUTO GROUP 401(K) RETIREMENT PLAN

2022: CARR AUTO GROUP 401(K) RETIREMENT 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: CARR AUTO GROUP 401(K) RETIREMENT 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: CARR AUTO GROUP 401(K) RETIREMENT 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: CARR AUTO GROUP 401(K) RETIREMENT 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: CARR AUTO GROUP 401(K) RETIREMENT 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: CARR AUTO GROUP 401(K) RETIREMENT 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: CARR AUTO GROUP 401(K) RETIREMENT 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: CARR AUTO GROUP 401(K) RETIREMENT 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: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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 – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARR AUTO GROUP 401(K) RETIREMENT 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 – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARR AUTO GROUP 401(K) RETIREMENT 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 – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARR AUTO GROUP 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CARR AUTO GROUP 401(K) RETIREMENT 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CARR AUTO GROUP 401(K) RETIREMENT 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0190850

Policy instance

Insurance contract or identification number	0190850
Number of Individuals Covered	3
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	1
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	Yes
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

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

Policy contract number

89137

Policy instance

Insurance contract or identification number	89137
Number of Individuals Covered	327
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $60,903
Total amount of fees paid to insurance company	USD $8,282
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?	Yes
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 $60,903
Insurance broker organization code?	3
Amount paid for insurance broker fees	8282
Additional information about fees paid to insurance broker	TPA COMPENSATION

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0190850

Policy instance

Insurance contract or identification number	0190850
Number of Individuals Covered	5
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	1
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	Yes
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

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

Policy contract number

89137

Policy instance

Insurance contract or identification number	89137
Number of Individuals Covered	326
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $63,720
Total amount of fees paid to insurance company	USD $8,890
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?	Yes
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 $63,720
Insurance broker organization code?	3
Amount paid for insurance broker fees	8890
Additional information about fees paid to insurance broker	TPA COMPENSATION

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0190850

Policy instance

Insurance contract or identification number	0190850
Number of Individuals Covered	5
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	1
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	Yes
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

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

Policy contract number

89137

Policy instance

Insurance contract or identification number	89137
Number of Individuals Covered	379
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	Yes
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

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

Policy contract number

89137

Policy instance

Insurance contract or identification number	89137
Number of Individuals Covered	363
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $46,766
Total amount of fees paid to insurance company	USD $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 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?	Yes
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 $46,766
Insurance broker organization code?	3

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0190850

Policy instance

Insurance contract or identification number	0190850
Number of Individuals Covered	5
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	1
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	Yes
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

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

Policy contract number

89137

Policy instance

Insurance contract or identification number	89137
Number of Individuals Covered	353
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $44,362
Total amount of fees paid to insurance company	USD $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 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?	Yes
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 $44,362
Insurance broker organization code?	3

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0190850

Policy instance

Insurance contract or identification number	0190850
Number of Individuals Covered	5
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	1
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	Yes
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

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0190850

Policy instance

Insurance contract or identification number	0190850
Number of Individuals Covered	6
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	1
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	Yes
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

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

Policy contract number

89137

Policy instance

Insurance contract or identification number	89137
Number of Individuals Covered	357
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $38,992
Total amount of fees paid to insurance company	USD $99
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?	Yes
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 $38,992
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	T. ROWE PRICE ASSOCIATES, INC.

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0190850

Policy instance

Insurance contract or identification number	0190850
Number of Individuals Covered	6
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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

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

Policy contract number

89137

Policy instance

Insurance contract or identification number	89137
Number of Individuals Covered	278
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $32,741
Total amount of fees paid to insurance company	USD $4,370
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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 $32,741
Insurance broker organization code?	3
Amount paid for insurance broker fees	4370
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	PENSION PLAN SPECIALISTS, PC

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0190850

Policy instance

Insurance contract or identification number	0190850
Number of Individuals Covered	7
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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

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

Policy contract number

89137

Policy instance

Insurance contract or identification number	89137
Number of Individuals Covered	179
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $37,983
Total amount of fees paid to insurance company	USD $4,275
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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 $37,983
Insurance broker organization code?	3
Amount paid for insurance broker fees	4275
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	PENSION PLAN SPECIALISTS, PC

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

Policy contract number

89137

Policy instance

Insurance contract or identification number	89137
Number of Individuals Covered	157
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $31,307
Total amount of fees paid to insurance company	USD $3,393
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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 $31,307
Insurance broker organization code?	3
Amount paid for insurance broker fees	3392
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	T. ROWE PRICE ASSOCIATES, INC.

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0190850

Policy instance

Insurance contract or identification number	0190850
Number of Individuals Covered	8
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0190850

Policy instance

Insurance contract or identification number	0190850
Number of Individuals Covered	8
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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

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

Policy contract number

89137

Policy instance

Insurance contract or identification number	89137
Number of Individuals Covered	155
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $27,277
Total amount of fees paid to insurance company	USD $3,045
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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 $27,277
Insurance broker organization code?	3
Amount paid for insurance broker fees	2787
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	VANGUARD GROUP, INC.

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

Policy contract number

89137

Policy instance

Insurance contract or identification number	89137
Number of Individuals Covered	238
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $28,108
Total amount of fees paid to insurance company	USD $2,937
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0190850

Policy instance

Insurance contract or identification number	0190850
Number of Individuals Covered	8
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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

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

Policy contract number

89137

Policy instance

Insurance contract or identification number	89137
Number of Individuals Covered	238
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $36,659
Total amount of fees paid to insurance company	USD $2,530
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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
Commission paid to Insurance Broker	USD $36,659
Insurance broker organization code?	3
Amount paid for insurance broker fees	2530
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	PENSION PLAN SPECIALISTS, PC

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0190850

Policy instance

Insurance contract or identification number	0190850
Number of Individuals Covered	8
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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

Potentially related plans

CARR AUTO GROUP 401(K) RETIREMENT PLAN [EIN = 204390774]

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Company Name:	CARR AUTO GROUP, INC.
Employer identification number (EIN):	930959413
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1987-10-16
Company Identification Number:	9163684
Legal Registered Office Address:	888 SW 5TH AVE STE 1600 PORTLAND United States of America (USA) 97204