401k Plan data: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN plan

GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan Name	GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN
Plan identification number	001

GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GUARANTY CHEVROLET MOTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: GUARANTY CHEVROLET MOTORS, INC.

Employer identification number (EIN): 951711813

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2018-01-01 BRUCE HAMLIN 2019-05-20
001 2017-01-01 BRUCE HAMLIN 2018-06-22
001 2016-01-01 BRUCE HAMLIN 2017-05-18
001 2015-01-01 BRUCE HAMLIN 2016-07-11
001 2014-01-01 BRUCE HAMLIN 2015-07-20
001 2013-01-01 BRUCE HAMLIN 2014-07-11
001 2012-01-01 BRUCE HAMLIN
001 2011-01-01 BELINDA CARRANZA
001 2009-01-01 BRUCE HAMLIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2018-01-01	BRUCE HAMLIN	2019-05-20
001	2017-01-01	BRUCE HAMLIN	2018-06-22
001	2016-01-01	BRUCE HAMLIN	2017-05-18
001	2015-01-01	BRUCE HAMLIN	2016-07-11
001	2014-01-01	BRUCE HAMLIN	2015-07-20
001	2013-01-01	BRUCE HAMLIN	2014-07-11
001	2012-01-01	BRUCE HAMLIN
001	2011-01-01	BELINDA CARRANZA
001	2009-01-01	BRUCE HAMLIN

Plan Statistics for GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 81
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 97
Number of participants with account balances 2022-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 83
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 33
Total of all active and inactive participants 2021-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 121
Number of participants with account balances 2021-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 77
Number of retired or separated participants receiving benefits 2020-01-01 37
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 114
Number of participants with account balances 2020-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2012: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 70
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 26
Total of all active and inactive participants 2012-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 96
Number of participants with account balances 2012-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 74
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 24
Total of all active and inactive participants 2011-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 100
Number of participants with account balances 2011-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 91
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 32
Total of all active and inactive participants 2009-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 125
Number of participants with account balances 2009-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	81
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	97
Number of participants with account balances	2022-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	83
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	33
Total of all active and inactive participants	2021-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	121
Number of participants with account balances	2021-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	77
Number of retired or separated participants receiving benefits	2020-01-01	37
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	114
Number of participants with account balances	2020-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2012: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	70
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	26
Total of all active and inactive participants	2012-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	96
Number of participants with account balances	2012-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	74
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	24
Total of all active and inactive participants	2011-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	100
Number of participants with account balances	2011-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	91
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	32
Total of all active and inactive participants	2009-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	125
Number of participants with account balances	2009-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN

Measure	Date	Value
2022 : GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT 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	$87
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$485
Total income from all sources (including contributions)	2022-12-31	$-376,670
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$289,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$241,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$416,687
Value of total assets at end of year	2022-12-31	$5,740,984
Value of total assets at beginning of year	2022-12-31	$6,407,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$48,072
Total interest from all sources	2022-12-31	$0
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
Administrative expenses professional fees incurred	2022-12-31	$48,072
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$324,068
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	$-666,394
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,740,897
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,407,291
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	$5,740,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,407,776
Net investment gain or loss from common/collective trusts	2022-12-31	$-793,357
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	$92,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$241,652
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$87
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$485
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	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT 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	$485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$485
Total income from all sources (including contributions)	2021-12-31	$1,166,243
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$276,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$224,713
Value of total corrective distributions	2021-12-31	$1,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$366,138
Value of total assets at end of year	2021-12-31	$6,407,776
Value of total assets at beginning of year	2021-12-31	$5,518,021
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$50,532
Total interest from all sources	2021-12-31	$0
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
Administrative expenses professional fees incurred	2021-12-31	$50,532
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$281,330
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	$889,755
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,407,291
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,517,536
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	$6,407,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,518,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$800,105
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	$84,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$224,713
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$485
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$485
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	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT 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	$485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$860,719
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$137,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$96,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$312,705
Value of total assets at end of year	2020-12-31	$5,518,021
Value of total assets at beginning of year	2020-12-31	$4,794,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$41,719
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$183,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$183,105
Administrative expenses professional fees incurred	2020-12-31	$41,719
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$242,711
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$722,850
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,517,536
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,794,686
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	$5,518,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,794,686
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$364,909
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	$69,994
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$96,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$485
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2020-12-31	560747981
2012 : GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$502
Total income from all sources (including contributions)	2012-12-31	$905,699
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$254,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$243,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$225,562
Value of total assets at end of year	2012-12-31	$6,194,090
Value of total assets at beginning of year	2012-12-31	$5,543,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$11,209
Total interest from all sources	2012-12-31	$0
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$172,251
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$10,599
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,874
Total non interest bearing cash at end of year	2012-12-31	$9,554
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$650,705
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,194,090
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,543,385
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 pooled separate accounts at end of year	2012-12-31	$6,184,536
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,353,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,177,147
Net investment gain/loss from pooled separate accounts	2012-12-31	$680,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$48,437
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$2,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$243,785
Contract administrator fees	2012-12-31	$11,209
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$502
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	PARKE GUPTILL & COMPANY LLP
Accountancy firm EIN	2012-12-31	953378831
2011 : GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT 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	$502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$48,413
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$103,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$89,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$220,649
Value of total assets at end of year	2011-12-31	$5,543,887
Value of total assets at beginning of year	2011-12-31	$5,598,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$14,222
Total interest from all sources	2011-12-31	$0
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	$169,390
Participant contributions at end of year	2011-12-31	$10,599
Participant contributions at beginning of year	2011-12-31	$10,750
Other income not declared elsewhere	2011-12-31	$18,648
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	$-54,944
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,543,385
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,598,329
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 pooled separate accounts at end of year	2011-12-31	$4,353,402
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,913,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,177,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$671,249
Net investment gain/loss from pooled separate accounts	2011-12-31	$-190,884
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	No
Contributions received in cash from employer	2011-12-31	$51,259
Employer contributions (assets) at end of year	2011-12-31	$2,739
Employer contributions (assets) at beginning of year	2011-12-31	$2,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$89,135
Contract administrator fees	2011-12-31	$14,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$502
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	PARKE GUPTILL & COMPANY LLP
Accountancy firm EIN	2011-12-31	953378831
2010 : GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,064,558
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$811,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$797,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$205,923
Value of total assets at end of year	2010-12-31	$5,598,329
Value of total assets at beginning of year	2010-12-31	$5,345,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$14,131
Total interest from all sources	2010-12-31	$0
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
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	$176,527
Participant contributions at end of year	2010-12-31	$10,750
Participant contributions at beginning of year	2010-12-31	$13,449
Other income not declared elsewhere	2010-12-31	$19,366
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	$253,203
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,598,329
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,345,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,913,451
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$4,417,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$671,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$914,429
Net investment gain/loss from pooled separate accounts	2010-12-31	$839,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$29,396
Employer contributions (assets) at end of year	2010-12-31	$2,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$797,224
Contract administrator fees	2010-12-31	$14,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	RIBB & ASSOCIATES
Accountancy firm EIN	2010-12-31	330541512
2009 : GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT 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 GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT PLAN

2022: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2012: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT 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: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT 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
2009: GUARANTY CHEVROLET MOTORS SAVINGS AND INVESTMENT 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

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

Policy contract number

106749

Policy instance

Insurance contract or identification number	106749
Number of Individuals Covered	96
Insurance policy start date	2012-08-22
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,049
Total amount of fees paid to insurance company	USD $12,050
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	12050
Additional information about fees paid to insurance broker	CONTRACT MANAGEMENT ASSISTANCE
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $4,049
Insurance broker name	SIGNATOR INSURANCE AGENCY, INC.

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

991256

Policy instance

Insurance contract or identification number	991256
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-08-22
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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

991256

Policy instance

Insurance contract or identification number	991256
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?	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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

991256

Policy instance

Insurance contract or identification number	991256
Number of Individuals Covered	101
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?	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

Potentially related plans

GUARANTY CHEVROLET INC HEALTH & WELFARE BENEFIT PLAN [EIN = 931294936]

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Company Name:	GUARANTY CHEVROLET MOTORS, INC.
Employer identification number (EIN):	951711813
NAIC Classification:	441110
NAIC Description:	New Car Dealers