401k Plan data: HADDAD DODGE KIA 401(K) PLAN plan

HADDAD DODGE KIA 401(K) PLAN 401k Plan overview

Plan Name	HADDAD DODGE KIA 401(K) PLAN
Plan identification number	003

HADDAD DODGE KIA 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BAKERSFIELD DODGE, INC. DBA HADDAD DODGE KIA has sponsored the creation of one or more 401k plans.

Company Name: BAKERSFIELD DODGE, INC. DBA HADDAD DODGE KIA

Employer identification number (EIN): 952844982

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HADDAD DODGE KIA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 JOHN HADDAD 2024-02-05
003 2022-01-01 JOHN HADDAD 2023-10-10
003 2021-01-01 JOHN HADDAD 2022-10-12 JOHN HADDAD 2022-10-12
003 2020-01-01 JOHN HADDAD 2021-10-12 JOHN HADDAD 2021-10-12
003 2019-01-01 JAMES HADDAD 2020-10-12 JAMES HADDAD 2020-10-12
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 JAMES HADDAD 2013-07-29 JAMES HADDAD 2013-07-29
003 2011-01-01 JAMES HADDAD 2012-08-20 JAMES HADDAD 2012-08-20
003 2010-01-01 JAMES HADDAD 2011-08-15 JAMES HADDAD 2011-08-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	JOHN HADDAD	2024-02-05
003	2022-01-01	JOHN HADDAD	2023-10-10
003	2021-01-01	JOHN HADDAD	2022-10-12	JOHN HADDAD	2022-10-12
003	2020-01-01	JOHN HADDAD	2021-10-12	JOHN HADDAD	2021-10-12
003	2019-01-01	JAMES HADDAD	2020-10-12	JAMES HADDAD	2020-10-12
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	JAMES HADDAD	2013-07-29	JAMES HADDAD	2013-07-29
003	2011-01-01	JAMES HADDAD	2012-08-20	JAMES HADDAD	2012-08-20
003	2010-01-01	JAMES HADDAD	2011-08-15	JAMES HADDAD	2011-08-15

Plan Statistics for HADDAD DODGE KIA 401(K) PLAN

401k plan membership statisitcs for HADDAD DODGE KIA 401(K) PLAN

Measure Date Value
2023: HADDAD DODGE KIA 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: HADDAD DODGE KIA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 122
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 8
Total of all active and inactive participants 2022-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 130
Number of participants with account balances 2022-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: HADDAD DODGE KIA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 113
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 9
Total of all active and inactive participants 2021-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 122
Number of participants with account balances 2021-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HADDAD DODGE KIA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 96
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 8
Total of all active and inactive participants 2020-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 104
Number of participants with account balances 2020-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: HADDAD DODGE KIA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 103
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 3
Total of all active and inactive participants 2019-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 106
Number of participants with account balances 2019-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3

Measure	Date	Value
2023: HADDAD DODGE KIA 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: HADDAD DODGE KIA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	122
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	8
Total of all active and inactive participants	2022-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	130
Number of participants with account balances	2022-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: HADDAD DODGE KIA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	113
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	9
Total of all active and inactive participants	2021-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	122
Number of participants with account balances	2021-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HADDAD DODGE KIA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	96
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	8
Total of all active and inactive participants	2020-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	104
Number of participants with account balances	2020-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: HADDAD DODGE KIA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	103
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	3
Total of all active and inactive participants	2019-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	106
Number of participants with account balances	2019-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3

Financial Data on HADDAD DODGE KIA 401(K) PLAN

Measure	Date	Value
2023 : HADDAD DODGE KIA 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-08-31	$-1,414,761
Total income from all sources	2023-08-31	$325,212
Expenses. Total of all expenses incurred	2023-08-31	$157,686
Benefits paid (including direct rollovers)	2023-08-31	$142,452
Total plan assets at end of year	2023-08-31	$0
Total plan assets at beginning of year	2023-08-31	$1,247,235
Value of fidelity bond covering the plan	2023-08-31	$150,000
Total contributions received or receivable from participants	2023-08-31	$174,223
Other income received	2023-08-31	$124,242
Net income (gross income less expenses)	2023-08-31	$167,526
Net plan assets at end of year (total assets less liabilities)	2023-08-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-08-31	$1,247,235
Total contributions received or receivable from employer(s)	2023-08-31	$26,747
Expenses. Administrative service providers (salaries,fees and commissions)	2023-08-31	$15,234
2022 : HADDAD DODGE KIA 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$45,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$13
Total income from all sources (including contributions)	2022-12-31	$100,636
Total of all expenses incurred	2022-12-31	$43,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$22,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$300,952
Value of total assets at end of year	2022-12-31	$1,247,235
Value of total assets at beginning of year	2022-12-31	$1,144,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$21,531
Total interest from all sources	2022-12-31	$3,843
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	$150,000
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	$252,621
Participant contributions at end of year	2022-12-31	$76,278
Participant contributions at beginning of year	2022-12-31	$46,239
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$4,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$45,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$13
Administrative expenses (other) incurred	2022-12-31	$1,869
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	$56,975
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,201,951
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,144,976
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
Investment advisory and management fees	2022-12-31	$19,662
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,170,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,096,628
Interest on participant loans	2022-12-31	$3,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-204,159
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	$43,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$22,130
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	ROGERS, CLEM & COMPANY
Accountancy firm EIN	2022-12-31	952694521
2021 : HADDAD DODGE KIA 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$13
Total income from all sources (including contributions)	2021-12-31	$341,250
Total of all expenses incurred	2021-12-31	$99,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$81,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$227,585
Value of total assets at end of year	2021-12-31	$1,144,989
Value of total assets at beginning of year	2021-12-31	$903,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$18,083
Total interest from all sources	2021-12-31	$2,202
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	$150,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$198,311
Participant contributions at end of year	2021-12-31	$46,239
Participant contributions at beginning of year	2021-12-31	$26,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$13
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	$241,767
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,144,976
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$903,209
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
Investment advisory and management fees	2021-12-31	$18,083
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,096,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$875,465
Interest on participant loans	2021-12-31	$2,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$111,463
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	Yes
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	$29,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$81,400
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	ROGERS, CLEM & COMPANY
Accountancy firm EIN	2021-12-31	952694521
2020 : HADDAD DODGE KIA 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$217,715
Total of all expenses incurred	2020-12-31	$65,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$54,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$92,589
Value of total assets at end of year	2020-12-31	$903,209
Value of total assets at beginning of year	2020-12-31	$750,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,950
Total interest from all sources	2020-12-31	$2,042
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	$150,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$78,921
Participant contributions at end of year	2020-12-31	$26,504
Participant contributions at beginning of year	2020-12-31	$38,689
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$340
Administrative expenses (other) incurred	2020-12-31	$1,651
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	$152,574
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$903,209
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$750,635
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
Investment advisory and management fees	2020-12-31	$9,299
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$875,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$710,093
Interest on participant loans	2020-12-31	$2,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$122,744
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	Yes
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	$13,668
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	$54,191
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	ROGERS, CLEM & COMPANY
Accountancy firm EIN	2020-12-31	952694521
2019 : HADDAD DODGE KIA 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$291,610
Total of all expenses incurred	2019-12-31	$88,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$79,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$180,107
Value of total assets at end of year	2019-12-31	$750,635
Value of total assets at beginning of year	2019-12-31	$547,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,763
Total interest from all sources	2019-12-31	$2,611
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	$150,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$53,920
Participant contributions at end of year	2019-12-31	$38,689
Participant contributions at beginning of year	2019-12-31	$42,312
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$79
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$113,461
Other income not declared elsewhere	2019-12-31	$4
Administrative expenses (other) incurred	2019-12-31	$1,082
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	$203,036
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$750,635
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$547,599
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
Investment advisory and management fees	2019-12-31	$7,681
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$710,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$503,720
Interest on participant loans	2019-12-31	$2,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$108,888
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	Yes
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	$12,726
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$18
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$79,811
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	ROGERS, CLEM & COMPANY
Accountancy firm EIN	2019-12-31	952694521

Form 5500 Responses for HADDAD DODGE KIA 401(K) PLAN

2023: HADDAD DODGE KIA 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: HADDAD DODGE KIA 401(K) 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 - Trust	Yes
2021: HADDAD DODGE KIA 401(K) 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 - Trust	Yes
2020: HADDAD DODGE KIA 401(K) 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 - Trust	Yes
2019: HADDAD DODGE KIA 401(K) 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 - 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

11445

Policy instance

Insurance contract or identification number	11445
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $579
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?	Yes
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

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

Policy contract number

11445

Policy instance

Insurance contract or identification number	11445
Number of Individuals Covered	67
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,442
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Amount paid for insurance broker fees	2442
Additional information about fees paid to insurance broker	TPA COMPENSATION/FEES
Insurance broker organization code?	5

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

Policy contract number

11445

Policy instance

Insurance contract or identification number	11445
Number of Individuals Covered	58
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $815
Total amount of fees paid to insurance company	USD $1,511
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $815
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

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

Policy contract number

11445

Policy instance

Insurance contract or identification number	11445
Number of Individuals Covered	36
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $3,229
Total amount of fees paid to insurance company	USD $2,028
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,229
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

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

Policy contract number

11445

Policy instance

Insurance contract or identification number	11445
Number of Individuals Covered	35
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,980
Total amount of fees paid to insurance company	USD $1,372
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,980
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	1372

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Company Name:	BAKERSFIELD DODGE, INC. DBA HADDAD DODGE KIA
Employer identification number (EIN):	952844982
NAIC Classification:	441110
NAIC Description:	New Car Dealers