401k Plan data: DAVID BRUCE AUTO CENTER 401(K) PLAN plan

DAVID BRUCE AUTO CENTER 401(K) PLAN 401k Plan overview

Plan Name	DAVID BRUCE AUTO CENTER 401(K) PLAN
Plan identification number	001

DAVID BRUCE AUTO CENTER 401(K) 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.
Plan covering Self-Employed individuals.
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

DAVID BRUCE AUTO CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVID BRUCE AUTO CENTER, INC.

Employer identification number (EIN): 363538466

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID BRUCE AUTO CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 RHONDA THOMAS 2024-07-01
001 2022-01-01 RHONDA THOMAS 2023-06-28
001 2021-01-01 RHONDA THOMAS 2022-06-07 RHONDA THOMAS 2022-06-07
001 2020-01-01 RHONDA S THOMAS 2021-06-17
001 2019-01-01 RHONDA S THOMAS 2020-06-23 RHONDA S THOMAS 2020-06-23
001 2018-01-01 RHONDA THOMAS 2019-05-28 RHONDA THOMAS 2019-05-28
001 2017-01-01 RHONDA THOMAS 2018-06-19 RHONDA THOMAS 2018-06-19
001 2016-01-01 RHONDA THOMAS 2017-06-20 RHONDA THOMAS 2017-06-20
001 2015-01-01 RHONDA THOMAS 2016-07-11 RHONDA THOMAS 2016-07-11
001 2014-01-01 RHONDA THOMAS RHONDA THOMAS 2015-07-01
001 2013-01-01 RHONDA THOMAS
001 2012-01-01 RHONDA THOMAS
001 2011-01-01 RHONDA THOMAS
001 2009-01-01 RHONDA THOMAS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	RHONDA THOMAS	2024-07-01
001	2022-01-01	RHONDA THOMAS	2023-06-28
001	2021-01-01	RHONDA THOMAS	2022-06-07	RHONDA THOMAS	2022-06-07
001	2020-01-01	RHONDA S THOMAS	2021-06-17
001	2019-01-01	RHONDA S THOMAS	2020-06-23	RHONDA S THOMAS	2020-06-23
001	2018-01-01	RHONDA THOMAS	2019-05-28	RHONDA THOMAS	2019-05-28
001	2017-01-01	RHONDA THOMAS	2018-06-19	RHONDA THOMAS	2018-06-19
001	2016-01-01	RHONDA THOMAS	2017-06-20	RHONDA THOMAS	2017-06-20
001	2015-01-01	RHONDA THOMAS	2016-07-11	RHONDA THOMAS	2016-07-11
001	2014-01-01	RHONDA THOMAS		RHONDA THOMAS	2015-07-01
001	2013-01-01	RHONDA THOMAS
001	2012-01-01	RHONDA THOMAS
001	2011-01-01	RHONDA THOMAS
001	2009-01-01	RHONDA THOMAS

Plan Statistics for DAVID BRUCE AUTO CENTER 401(K) PLAN

401k plan membership statisitcs for DAVID BRUCE AUTO CENTER 401(K) PLAN

Measure Date Value
2014: DAVID BRUCE AUTO CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 34
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 7
Total of all active and inactive participants 2014-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 41
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: DAVID BRUCE AUTO CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
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 6
Total of all active and inactive participants 2013-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 44
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: DAVID BRUCE AUTO CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 39
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 46
Number of participants with account balances 2012-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: DAVID BRUCE AUTO CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 37
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DAVID BRUCE AUTO CENTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 34
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 40
Number of participants with account balances 2009-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2014: DAVID BRUCE AUTO CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	34
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	7
Total of all active and inactive participants	2014-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	41
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: DAVID BRUCE AUTO CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
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	6
Total of all active and inactive participants	2013-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	44
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: DAVID BRUCE AUTO CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	39
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	46
Number of participants with account balances	2012-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: DAVID BRUCE AUTO CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	37
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DAVID BRUCE AUTO CENTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	34
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	40
Number of participants with account balances	2009-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on DAVID BRUCE AUTO CENTER 401(K) PLAN

Measure	Date	Value
2014 : DAVID BRUCE AUTO CENTER 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$152,540
Expenses. Total of all expenses incurred	2014-12-31	$140,754
Benefits paid (including direct rollovers)	2014-12-31	$130,891
Total plan assets at end of year	2014-12-31	$1,779,127
Total plan assets at beginning of year	2014-12-31	$1,767,341
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$61,686
Expenses. Other expenses not covered elsewhere	2014-12-31	$517
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$90,854
Net income (gross income less expenses)	2014-12-31	$11,786
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,779,127
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,767,341
Assets. Value of participant loans	2014-12-31	$124,953
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$9,346
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : DAVID BRUCE AUTO CENTER 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$299,822
Expenses. Total of all expenses incurred	2013-12-31	$170,399
Benefits paid (including direct rollovers)	2013-12-31	$169,113
Total plan assets at end of year	2013-12-31	$1,767,342
Total plan assets at beginning of year	2013-12-31	$1,637,919
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$67,523
Expenses. Other expenses not covered elsewhere	2013-12-31	$363
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$232,299
Net income (gross income less expenses)	2013-12-31	$129,423
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,767,342
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,637,919
Assets. Value of participant loans	2013-12-31	$124,028
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$923
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : DAVID BRUCE AUTO CENTER 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$205,962
Expenses. Total of all expenses incurred	2012-12-31	$14,744
Benefits paid (including direct rollovers)	2012-12-31	$14,539
Total plan assets at end of year	2012-12-31	$1,637,919
Total plan assets at beginning of year	2012-12-31	$1,446,701
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$75,012
Expenses. Other expenses not covered elsewhere	2012-12-31	$205
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$130,950
Net income (gross income less expenses)	2012-12-31	$191,218
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,637,919
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,446,701
Assets. Value of participant loans	2012-12-31	$124,680
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : DAVID BRUCE AUTO CENTER 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$59,303
Expenses. Total of all expenses incurred	2011-12-31	$56,619
Benefits paid (including direct rollovers)	2011-12-31	$56,129
Total plan assets at end of year	2011-12-31	$1,446,701
Total plan assets at beginning of year	2011-12-31	$1,444,017
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$79,853
Expenses. Other expenses not covered elsewhere	2011-12-31	$490
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-20,550
Net income (gross income less expenses)	2011-12-31	$2,684
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,446,701
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,444,017
Assets. Value of participant loans	2011-12-31	$119,033
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : DAVID BRUCE AUTO CENTER 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$163,037
Expenses. Total of all expenses incurred	2010-12-31	$19,380
Benefits paid (including direct rollovers)	2010-12-31	$19,100
Total plan assets at end of year	2010-12-31	$1,444,017
Total plan assets at beginning of year	2010-12-31	$1,300,360
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$55,409
Expenses. Other expenses not covered elsewhere	2010-12-31	$280
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$107,628
Net income (gross income less expenses)	2010-12-31	$143,657
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,444,017
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,300,360
Assets. Value of participant loans	2010-12-31	$123,878
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : DAVID BRUCE AUTO CENTER 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for DAVID BRUCE AUTO CENTER 401(K) PLAN

2014: DAVID BRUCE AUTO CENTER 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: DAVID BRUCE AUTO CENTER 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: DAVID BRUCE AUTO CENTER 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: DAVID BRUCE AUTO CENTER 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: DAVID BRUCE AUTO CENTER 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-829282

Policy instance

Insurance contract or identification number	GA-829282
Number of Individuals Covered	25
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $6,538
Total amount of fees paid to insurance company	USD $655
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,538
Insurance broker organization code?	3
Amount paid for insurance broker fees	655
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH, PIERCE, FENNER &

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-025545

Policy instance

Insurance contract or identification number	GA-025545
Number of Individuals Covered	28
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,399
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-025545

Policy instance

Insurance contract or identification number	GA-025545
Number of Individuals Covered	28
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,884
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,884
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY

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Company Name:	DAVID BRUCE AUTO CENTER, INC.
Employer identification number (EIN):	363538466
NAIC Classification:	441110
NAIC Description:	New Car Dealers