401k Plan data: MID STATE AUTOMOTIVE II RETIREMENT PLAN plan

MID STATE AUTOMOTIVE II RETIREMENT PLAN 401k Plan overview

Plan Name	MID STATE AUTOMOTIVE II RETIREMENT PLAN
Plan identification number	002

MID STATE AUTOMOTIVE II RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MID STATE AUTOMOTIVE II has sponsored the creation of one or more 401k plans.

Company Name: MID STATE AUTOMOTIVE II

Employer identification number (EIN): 134223216

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID STATE AUTOMOTIVE II RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ANNA HAGLER 2024-07-19
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ANNA HAGLER ANNA HAGLER 2018-10-15
002 2016-01-01 ANNAHAGLER
002 2015-01-01 ANNA HAGLER
002 2014-01-01 ANNA HAGLER
002 2013-01-01 ANNA HAGLER

Plan Statistics for MID STATE AUTOMOTIVE II RETIREMENT PLAN

401k plan membership statisitcs for MID STATE AUTOMOTIVE II RETIREMENT PLAN

Measure Date Value
2022: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 96
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 17
Total of all active and inactive participants 2022-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 113
Number of participants with account balances 2022-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 116
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 36
Total of all active and inactive participants 2021-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 152
Number of participants with account balances 2021-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 128
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 33
Total of all active and inactive participants 2020-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 161
Number of participants with account balances 2020-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 115
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 40
Total of all active and inactive participants 2019-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 155
Number of participants with account balances 2019-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 107
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 35
Total of all active and inactive participants 2018-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 142
Number of participants with account balances 2018-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 81
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 25
Total of all active and inactive participants 2017-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 107
Number of participants with account balances 2017-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 110
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 13
Total of all active and inactive participants 2016-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 123
Number of participants with account balances 2016-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 113
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 13
Total of all active and inactive participants 2015-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 126
Number of participants with account balances 2015-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 121
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 12
Total of all active and inactive participants 2014-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 133
Number of participants with account balances 2014-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 135
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 4
Total of all active and inactive participants 2013-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 139
Number of participants with account balances 2013-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	96
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	17
Total of all active and inactive participants	2022-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	113
Number of participants with account balances	2022-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	116
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	36
Total of all active and inactive participants	2021-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	152
Number of participants with account balances	2021-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	128
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	33
Total of all active and inactive participants	2020-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	161
Number of participants with account balances	2020-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	115
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	40
Total of all active and inactive participants	2019-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	155
Number of participants with account balances	2019-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	107
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	35
Total of all active and inactive participants	2018-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	142
Number of participants with account balances	2018-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	81
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	25
Total of all active and inactive participants	2017-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	107
Number of participants with account balances	2017-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	110
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	13
Total of all active and inactive participants	2016-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	123
Number of participants with account balances	2016-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	113
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	13
Total of all active and inactive participants	2015-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	126
Number of participants with account balances	2015-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	121
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	12
Total of all active and inactive participants	2014-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	133
Number of participants with account balances	2014-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	135
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	4
Total of all active and inactive participants	2013-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	139
Number of participants with account balances	2013-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on MID STATE AUTOMOTIVE II RETIREMENT PLAN

Measure	Date	Value
2022 : MID STATE AUTOMOTIVE II RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$21,197
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$818,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$801,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$748,693
Value of total assets at end of year	2022-12-31	$3,046,569
Value of total assets at beginning of year	2022-12-31	$3,843,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$17,057
Total interest from all sources	2022-12-31	$2,573
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$58,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$58,561
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$385,000
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	$493,527
Participant contributions at end of year	2022-12-31	$64,576
Participant contributions at beginning of year	2022-12-31	$90,961
Participant contributions at beginning of year	2022-12-31	$3,940
Administrative expenses (other) incurred	2022-12-31	$17,057
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	$-797,043
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,046,569
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,843,612
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	$2,981,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,693,937
Interest on participant loans	2022-12-31	$2,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$52,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$52,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-788,630
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	$255,166
Employer contributions (assets) at beginning of year	2022-12-31	$2,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$801,183
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
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	NICHOLS CAULEY & ASSOC
Accountancy firm EIN	2022-12-31	582575857
2021 : MID STATE AUTOMOTIVE II 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	$0
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	$1,108,185
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$204,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$196,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$676,236
Value of total assets at end of year	2021-12-31	$3,843,612
Value of total assets at beginning of year	2021-12-31	$2,939,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,264
Total interest from all sources	2021-12-31	$11,076
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$56,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$56,999
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	$439,735
Participant contributions at end of year	2021-12-31	$90,961
Participant contributions at beginning of year	2021-12-31	$97,476
Participant contributions at end of year	2021-12-31	$3,940
Participant contributions at beginning of year	2021-12-31	$10,840
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	$904,168
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,843,612
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,939,444
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	$3,693,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,827,320
Interest on participant loans	2021-12-31	$2,671
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$52,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$8,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$363,874
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	$236,501
Employer contributions (assets) at end of year	2021-12-31	$2,397
Employer contributions (assets) at beginning of year	2021-12-31	$3,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$196,753
Contract administrator fees	2021-12-31	$7,264
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	Disclaimer
Accountancy firm name	2021-12-31	NICHOLS CAULEY & ASSOC
Accountancy firm EIN	2021-12-31	582575857
2020 : MID STATE AUTOMOTIVE II 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	$0
Total income from all sources (including contributions)	2020-12-31	$902,369
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$141,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$131,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$471,668
Value of total assets at end of year	2020-12-31	$2,939,444
Value of total assets at beginning of year	2020-12-31	$2,178,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,802
Total interest from all sources	2020-12-31	$2,486
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$31,773
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	$31,773
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	$311,752
Participant contributions at end of year	2020-12-31	$97,476
Participant contributions at beginning of year	2020-12-31	$47,907
Participant contributions at end of year	2020-12-31	$10,840
Participant contributions at beginning of year	2020-12-31	$7,598
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	$760,822
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,939,444
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,178,622
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	$4
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,827,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,119,152
Interest on participant loans	2020-12-31	$2,486
Income. Interest from loans (other than to participants)	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$396,442
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	$159,916
Employer contributions (assets) at end of year	2020-12-31	$3,808
Employer contributions (assets) at beginning of year	2020-12-31	$3,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$131,745
Contract administrator fees	2020-12-31	$9,798
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	NICHOLS CAULEY & ASSOC
Accountancy firm EIN	2020-12-31	582575857
2019 : MID STATE AUTOMOTIVE II RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$800,422
Total income from all sources (including contributions)	2019-12-31	$800,422
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$370,579
Total of all expenses incurred	2019-12-31	$370,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$362,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$362,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$406,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$406,087
Value of total assets at end of year	2019-12-31	$2,178,622
Value of total assets at end of year	2019-12-31	$2,178,622
Value of total assets at beginning of year	2019-12-31	$1,748,779
Value of total assets at beginning of year	2019-12-31	$1,748,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,467
Total interest from all sources	2019-12-31	$2,911
Total interest from all sources	2019-12-31	$2,911
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$33,025
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$33,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$33,025
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$33,025
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$265,550
Contributions received from participants	2019-12-31	$265,550
Participant contributions at end of year	2019-12-31	$47,907
Participant contributions at end of year	2019-12-31	$47,907
Participant contributions at beginning of year	2019-12-31	$75,333
Participant contributions at beginning of year	2019-12-31	$75,333
Participant contributions at end of year	2019-12-31	$7,598
Participant contributions at end of year	2019-12-31	$7,598
Participant contributions at beginning of year	2019-12-31	$9,288
Participant contributions at beginning of year	2019-12-31	$9,288
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,419
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,419
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
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	$429,843
Value of net income/loss	2019-12-31	$429,843
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,178,622
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,178,622
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,748,779
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,748,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$8
Investment advisory and management fees	2019-12-31	$8
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,119,152
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,119,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,656,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,656,022
Interest on participant loans	2019-12-31	$2,911
Interest on participant loans	2019-12-31	$2,911
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$358,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$358,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$130,118
Contributions received in cash from employer	2019-12-31	$130,118
Employer contributions (assets) at end of year	2019-12-31	$3,965
Employer contributions (assets) at end of year	2019-12-31	$3,965
Employer contributions (assets) at beginning of year	2019-12-31	$8,136
Employer contributions (assets) at beginning of year	2019-12-31	$8,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$362,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$362,112
Contract administrator fees	2019-12-31	$8,459
Contract administrator fees	2019-12-31	$8,459
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	NICHOLS CAULEY & ASSOC
Accountancy firm name	2019-12-31	NICHOLS CAULEY & ASSOC
Accountancy firm EIN	2019-12-31	582575857
Accountancy firm EIN	2019-12-31	582575857
2018 : MID STATE AUTOMOTIVE II 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	$0
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	$298,442
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$229,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$220,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$435,248
Value of total assets at end of year	2018-12-31	$1,748,779
Value of total assets at beginning of year	2018-12-31	$1,680,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,564
Total interest from all sources	2018-12-31	$2,896
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$31,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$31,909
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	$278,422
Participant contributions at end of year	2018-12-31	$75,333
Participant contributions at beginning of year	2018-12-31	$94,279
Participant contributions at end of year	2018-12-31	$9,288
Participant contributions at beginning of year	2018-12-31	$2,423
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	$68,456
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,748,779
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,680,323
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
Investment advisory and management fees	2018-12-31	$4
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,656,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,580,470
Interest on participant loans	2018-12-31	$2,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-171,611
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	Yes
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	$156,826
Employer contributions (assets) at end of year	2018-12-31	$8,136
Employer contributions (assets) at beginning of year	2018-12-31	$3,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$220,422
Contract administrator fees	2018-12-31	$9,560
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	NICHOLS CAULEY & ASSOC
Accountancy firm EIN	2018-12-31	582575857
2017 : MID STATE AUTOMOTIVE II 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	$0
Total income from all sources (including contributions)	2017-12-31	$656,515
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$204,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$194,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$426,367
Value of total assets at end of year	2017-12-31	$1,680,323
Value of total assets at beginning of year	2017-12-31	$1,228,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,849
Total interest from all sources	2017-12-31	$3,068
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$22,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$22,430
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	$260,573
Participant contributions at end of year	2017-12-31	$94,279
Participant contributions at beginning of year	2017-12-31	$76,035
Participant contributions at end of year	2017-12-31	$2,423
Participant contributions at beginning of year	2017-12-31	$5,511
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$13,818
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	$452,008
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,680,323
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,228,315
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	$1,580,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,127,109
Interest on participant loans	2017-12-31	$3,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$204,650
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	$151,976
Employer contributions (assets) at end of year	2017-12-31	$3,151
Employer contributions (assets) at beginning of year	2017-12-31	$19,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$194,658
Contract administrator fees	2017-12-31	$9,849
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	NICHOLS CAULEY & ASSOC
Accountancy firm EIN	2017-12-31	582575857
2016 : MID STATE AUTOMOTIVE II 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$416,742
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$183,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$174,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$352,789
Value of total assets at end of year	2016-12-31	$1,228,315
Value of total assets at beginning of year	2016-12-31	$994,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,568
Total interest from all sources	2016-12-31	$2,180
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$17,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$17,273
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	$214,779
Participant contributions at end of year	2016-12-31	$76,035
Participant contributions at beginning of year	2016-12-31	$62,911
Participant contributions at end of year	2016-12-31	$5,511
Participant contributions at beginning of year	2016-12-31	$1,859
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	$233,448
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,228,315
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$994,867
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
Investment advisory and management fees	2016-12-31	$2
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,127,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$920,234
Interest on participant loans	2016-12-31	$2,180
Income. Interest from loans (other than to participants)	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$44,500
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	No
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	$138,010
Employer contributions (assets) at end of year	2016-12-31	$19,660
Employer contributions (assets) at beginning of year	2016-12-31	$9,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$174,726
Contract administrator fees	2016-12-31	$8,566
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	NICHOLS CAULEY & ASSOC
Accountancy firm EIN	2016-12-31	582575857
2015 : MID STATE AUTOMOTIVE II 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$329,770
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$183,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$171,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$329,285
Value of total assets at end of year	2015-12-31	$994,867
Value of total assets at beginning of year	2015-12-31	$848,682
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$12,026
Total interest from all sources	2015-12-31	$2,248
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$10,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$10,385
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	$206,115
Participant contributions at end of year	2015-12-31	$62,911
Participant contributions at beginning of year	2015-12-31	$37,930
Participant contributions at end of year	2015-12-31	$1,859
Participant contributions at beginning of year	2015-12-31	$100
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	$146,185
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$994,867
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$848,682
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	$920,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$786,147
Interest on participant loans	2015-12-31	$2,248
Income. Interest from loans (other than to participants)	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$24,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-12,227
Net investment gain or loss from common/collective trusts	2015-12-31	$79
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	No
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	$123,170
Employer contributions (assets) at end of year	2015-12-31	$9,863
Employer contributions (assets) at beginning of year	2015-12-31	$86
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$171,559
Contract administrator fees	2015-12-31	$12,026
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	NICHOLS CAULEY & ASSOC
Accountancy firm EIN	2015-12-31	582575857
2014 : MID STATE AUTOMOTIVE II 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$407,325
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$87,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$75,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$361,565
Value of total assets at end of year	2014-12-31	$848,682
Value of total assets at beginning of year	2014-12-31	$528,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,474
Total interest from all sources	2014-12-31	$1,243
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$8,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$8,670
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	$214,498
Participant contributions at end of year	2014-12-31	$37,930
Participant contributions at beginning of year	2014-12-31	$8,550
Participant contributions at end of year	2014-12-31	$100
Participant contributions at beginning of year	2014-12-31	$2,162
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$32,706
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	$319,972
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$848,682
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$528,710
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	$786,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$493,716
Interest on participant loans	2014-12-31	$1,243
Value of interest in common/collective trusts at end of year	2014-12-31	$24,419
Value of interest in common/collective trusts at beginning of year	2014-12-31	$11,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$35,758
Net investment gain or loss from common/collective trusts	2014-12-31	$89
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$114,361
Employer contributions (assets) at end of year	2014-12-31	$86
Employer contributions (assets) at beginning of year	2014-12-31	$12,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$75,879
Contract administrator fees	2014-12-31	$11,474
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	NICHOLS CAULEY & ASSOC
Accountancy firm EIN	2014-12-31	582575857
2013 : MID STATE AUTOMOTIVE II 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$570,378
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$41,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$32,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$510,414
Value of total assets at end of year	2013-12-31	$528,710
Value of total assets at beginning of year	2013-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,090
Total interest from all sources	2013-12-31	$59
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$3,719
Was this plan covered by a fidelity bond	2013-12-31	No
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	$295,174
Participant contributions at end of year	2013-12-31	$8,550
Participant contributions at beginning of year	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$2,162
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$41,273
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	$528,710
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$528,710
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$0
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	$493,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$59
Value of interest in common/collective trusts at end of year	2013-12-31	$11,375
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$56,081
Net investment gain or loss from common/collective trusts	2013-12-31	$105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$173,967
Employer contributions (assets) at end of year	2013-12-31	$12,907
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$32,578
Contract administrator fees	2013-12-31	$9,090
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	NICHOLS, CAULEY & ASSOCIATES, LLC
Accountancy firm EIN	2013-12-31	582475857

Form 5500 Responses for MID STATE AUTOMOTIVE II RETIREMENT PLAN

2022: MID STATE AUTOMOTIVE II 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MID STATE AUTOMOTIVE II 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MID STATE AUTOMOTIVE II 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MID STATE AUTOMOTIVE II 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MID STATE AUTOMOTIVE II 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MID STATE AUTOMOTIVE II 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MID STATE AUTOMOTIVE II 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MID STATE AUTOMOTIVE II 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MID STATE AUTOMOTIVE II 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MID STATE AUTOMOTIVE II RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	Yes
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MID STATE AUTOMOTIVE II
Employer identification number (EIN):	134223216
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ANNA HAGLER	2024-07-19
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ANNA HAGLER		ANNA HAGLER	2018-10-15
002	2016-01-01	ANNAHAGLER
002	2015-01-01	ANNA HAGLER
002	2014-01-01	ANNA HAGLER
002	2013-01-01	ANNA HAGLER