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THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE AUTOBARN LTD 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AUTOBARN MOTORS LTD has sponsored the creation of one or more 401k plans.

Company Name:AUTOBARN MOTORS LTD
Employer identification number (EIN):363832861
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RON VER PLANCK
0012016-01-01RON VER PLANCK
0012015-01-01PENNY DRMAC
0012014-01-01KAYLA BRISSI
0012013-01-01KAYLA BRISSI
0012012-01-01PATRICIA UTECHT
0012011-01-01NICK SUTHEIMER
0012010-01-01NICK SUTHEIMER
0012009-01-01KRISTIE GAGAS

Plan Statistics for THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01144
Total number of active participants reported on line 7a of the Form 55002023-01-0189
Number of retired or separated participants receiving benefits2023-01-0111
Number of other retired or separated participants entitled to future benefits2023-01-0150
Total of all active and inactive participants2023-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01150
Number of participants with account balances2023-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0136
2022: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01192
Total number of active participants reported on line 7a of the Form 55002022-01-01103
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01159
Number of participants with account balances2022-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01221
Total number of active participants reported on line 7a of the Form 55002021-01-01105
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0185
Total of all active and inactive participants2021-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01191
Number of participants with account balances2021-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01255
Total number of active participants reported on line 7a of the Form 55002020-01-0197
Number of retired or separated participants receiving benefits2020-01-0128
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01221
Number of participants with account balances2020-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0186
2019: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01334
Total number of active participants reported on line 7a of the Form 55002019-01-01169
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01255
Number of participants with account balances2019-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01116
2018: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01318
Total number of active participants reported on line 7a of the Form 55002018-01-01268
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01334
Number of participants with account balances2018-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0159
2017: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01323
Total number of active participants reported on line 7a of the Form 55002017-01-01249
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01318
Number of participants with account balances2017-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0192
2016: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01275
Total number of active participants reported on line 7a of the Form 55002016-01-01253
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01323
Number of participants with account balances2016-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0190
2015: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01174
Total number of active participants reported on line 7a of the Form 55002015-01-01224
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01275
Number of participants with account balances2015-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01192
Total number of active participants reported on line 7a of the Form 55002014-01-01145
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01174
Number of participants with account balances2014-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01245
Total number of active participants reported on line 7a of the Form 55002013-01-01140
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01173
Number of participants with account balances2013-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01312
Total number of active participants reported on line 7a of the Form 55002012-01-01250
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01287
Number of participants with account balances2012-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01266
Total number of active participants reported on line 7a of the Form 55002011-01-01203
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01245
Number of participants with account balances2011-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01298
Total number of active participants reported on line 7a of the Form 55002010-01-01202
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-0148
Total of all active and inactive participants2010-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01257
Number of participants with account balances2010-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01300
Total number of active participants reported on line 7a of the Form 55002009-01-01200
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0179
Total of all active and inactive participants2009-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01282
Number of participants with account balances2009-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$175
Total income from all sources (including contributions)2023-12-31$1,308,973
Total of all expenses incurred2023-12-31$451,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$401,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$455,136
Value of total assets at end of year2023-12-31$5,972,219
Value of total assets at beginning of year2023-12-31$5,114,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$50,301
Total interest from all sources2023-12-31$4,560
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$48,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$48,262
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$357,265
Participant contributions at end of year2023-12-31$104,067
Participant contributions at beginning of year2023-12-31$55,692
Participant contributions at end of year2023-12-31$2,934
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$13,756
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$260
Liabilities. Value of operating payables at beginning of year2023-12-31$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$857,637
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,972,219
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,114,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,415,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,190,696
Value of interest in pooled separate accounts at end of year2023-12-31$58,366
Value of interest in pooled separate accounts at beginning of year2023-12-31$66,140
Interest on participant loans2023-12-31$4,012
Interest earned on other investments2023-12-31$548
Value of interest in common/collective trusts at end of year2023-12-31$3,364,057
Value of interest in common/collective trusts at beginning of year2023-12-31$2,760,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$26,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$41,380
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$312,820
Net investment gain/loss from pooled separate accounts2023-12-31$7,338
Net investment gain or loss from common/collective trusts2023-12-31$480,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$84,115
Employer contributions (assets) at end of year2023-12-31$1,160
Employer contributions (assets) at beginning of year2023-12-31$481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$401,035
Contract administrator fees2023-12-31$50,301
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2023-12-31462966358
2022 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$175
Total income from all sources (including contributions)2022-12-31$-540,405
Total of all expenses incurred2022-12-31$333,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$284,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$476,436
Value of total assets at end of year2022-12-31$5,114,757
Value of total assets at beginning of year2022-12-31$5,988,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,542
Total interest from all sources2022-12-31$2,443
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$40,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$40,658
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$389,382
Participant contributions at end of year2022-12-31$55,692
Participant contributions at beginning of year2022-12-31$49,504
Participant contributions at end of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,381
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-874,210
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,114,582
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,988,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,190,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,575,881
Value of interest in pooled separate accounts at end of year2022-12-31$66,140
Value of interest in pooled separate accounts at beginning of year2022-12-31$65,236
Interest on participant loans2022-12-31$1,863
Interest earned on other investments2022-12-31$580
Value of interest in common/collective trusts at end of year2022-12-31$2,760,368
Value of interest in common/collective trusts at beginning of year2022-12-31$3,272,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$41,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$24,392
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-483,744
Net investment gain/loss from pooled separate accounts2022-12-31$-11,038
Net investment gain or loss from common/collective trusts2022-12-31$-565,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$85,673
Employer contributions (assets) at end of year2022-12-31$481
Employer contributions (assets) at beginning of year2022-12-31$1,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$284,263
Contract administrator fees2022-12-31$49,542
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2022-12-31462966358
2021 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$262
Total income from all sources (including contributions)2021-12-31$1,285,311
Total of all expenses incurred2021-12-31$526,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$474,935
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$422,103
Value of total assets at end of year2021-12-31$5,988,792
Value of total assets at beginning of year2021-12-31$5,230,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,754
Total interest from all sources2021-12-31$2,250
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$38,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$38,501
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$325,648
Participant contributions at end of year2021-12-31$49,504
Participant contributions at beginning of year2021-12-31$57,956
Participant contributions at beginning of year2021-12-31$68
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$27,483
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$758,622
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,988,792
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,230,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,575,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,164,285
Value of interest in pooled separate accounts at end of year2021-12-31$65,236
Value of interest in pooled separate accounts at beginning of year2021-12-31$47,059
Interest on participant loans2021-12-31$1,892
Interest earned on other investments2021-12-31$358
Value of interest in common/collective trusts at end of year2021-12-31$3,272,509
Value of interest in common/collective trusts at beginning of year2021-12-31$2,927,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$24,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$31,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$375,148
Net investment gain/loss from pooled separate accounts2021-12-31$10,439
Net investment gain or loss from common/collective trusts2021-12-31$436,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$68,972
Employer contributions (assets) at end of year2021-12-31$1,270
Employer contributions (assets) at beginning of year2021-12-31$1,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$474,935
Contract administrator fees2021-12-31$51,754
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$262
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2021-12-31462966358
2020 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,837
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$991,640
Total of all expenses incurred2020-12-31$982,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$933,453
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$328,821
Value of total assets at end of year2020-12-31$5,230,432
Value of total assets at beginning of year2020-12-31$5,224,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,539
Total interest from all sources2020-12-31$5,865
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$35,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$35,030
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$261,859
Participant contributions at end of year2020-12-31$57,956
Participant contributions at beginning of year2020-12-31$93,338
Participant contributions at end of year2020-12-31$68
Participant contributions at beginning of year2020-12-31$1,824
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,386
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,230,170
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,220,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,164,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,979,270
Value of interest in pooled separate accounts at end of year2020-12-31$47,059
Value of interest in pooled separate accounts at beginning of year2020-12-31$104,643
Interest on participant loans2020-12-31$4,159
Interest earned on other investments2020-12-31$1,706
Value of interest in common/collective trusts at end of year2020-12-31$2,927,490
Value of interest in common/collective trusts at beginning of year2020-12-31$2,936,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$31,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$105,779
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$217,249
Net investment gain/loss from pooled separate accounts2020-12-31$5,357
Net investment gain or loss from common/collective trusts2020-12-31$399,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$66,962
Employer contributions (assets) at end of year2020-12-31$1,723
Employer contributions (assets) at beginning of year2020-12-31$3,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$933,453
Contract administrator fees2020-12-31$48,539
Liabilities. Value of benefit claims payable at end of year2020-12-31$262
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,837
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2020-12-31462966358
2019 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,401
Total income from all sources (including contributions)2019-12-31$1,603,687
Total income from all sources (including contributions)2019-12-31$1,603,687
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$706,070
Total of all expenses incurred2019-12-31$706,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$648,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$648,976
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$3,837
Value of total corrective distributions2019-12-31$3,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$612,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$612,296
Value of total assets at end of year2019-12-31$5,224,621
Value of total assets at end of year2019-12-31$5,224,621
Value of total assets at beginning of year2019-12-31$4,346,568
Value of total assets at beginning of year2019-12-31$4,346,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,257
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$9,909
Total interest from all sources2019-12-31$9,909
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$33,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$33,085
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$33,085
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$503,948
Contributions received from participants2019-12-31$503,948
Participant contributions at end of year2019-12-31$93,338
Participant contributions at end of year2019-12-31$93,338
Participant contributions at beginning of year2019-12-31$146,800
Participant contributions at beginning of year2019-12-31$146,800
Participant contributions at end of year2019-12-31$1,824
Participant contributions at end of year2019-12-31$1,824
Participant contributions at beginning of year2019-12-31$204
Participant contributions at beginning of year2019-12-31$204
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$80
Other income not declared elsewhere2019-12-31$80
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$280
Liabilities. Value of operating payables at beginning of year2019-12-31$280
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$897,617
Value of net income/loss2019-12-31$897,617
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,220,784
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,220,784
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,323,167
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,323,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,979,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,979,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,500,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,500,511
Value of interest in pooled separate accounts at end of year2019-12-31$104,643
Value of interest in pooled separate accounts at end of year2019-12-31$104,643
Value of interest in pooled separate accounts at beginning of year2019-12-31$100,921
Value of interest in pooled separate accounts at beginning of year2019-12-31$100,921
Interest on participant loans2019-12-31$8,252
Interest on participant loans2019-12-31$8,252
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$1,657
Interest earned on other investments2019-12-31$1,657
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,936,748
Value of interest in common/collective trusts at end of year2019-12-31$2,936,748
Value of interest in common/collective trusts at beginning of year2019-12-31$2,521,938
Value of interest in common/collective trusts at beginning of year2019-12-31$2,521,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$105,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$105,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$74,680
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$368,083
Net investment gain/loss from pooled separate accounts2019-12-31$16,306
Net investment gain or loss from common/collective trusts2019-12-31$563,928
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$108,348
Contributions received in cash from employer2019-12-31$108,348
Employer contributions (assets) at end of year2019-12-31$3,019
Employer contributions (assets) at end of year2019-12-31$3,019
Employer contributions (assets) at beginning of year2019-12-31$1,514
Employer contributions (assets) at beginning of year2019-12-31$1,514
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$648,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$648,976
Contract administrator fees2019-12-31$53,257
Contract administrator fees2019-12-31$53,257
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,837
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,837
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$23,121
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$23,121
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2019-12-31462966358
2018 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$66,700
Total income from all sources (including contributions)2018-12-31$246,692
Total of all expenses incurred2018-12-31$434,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$365,179
Value of total corrective distributions2018-12-31$23,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$601,116
Value of total assets at end of year2018-12-31$4,346,568
Value of total assets at beginning of year2018-12-31$4,577,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,043
Total interest from all sources2018-12-31$8,198
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$30,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$30,125
Administrative expenses professional fees incurred2018-12-31$46,043
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$420,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$474,402
Participant contributions at end of year2018-12-31$146,800
Participant contributions at beginning of year2018-12-31$117,470
Participant contributions at end of year2018-12-31$204
Participant contributions at beginning of year2018-12-31$7,922
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,275
Other income not declared elsewhere2018-12-31$431
Liabilities. Value of operating payables at end of year2018-12-31$280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-187,651
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,323,167
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,510,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,500,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$899,705
Value of interest in pooled separate accounts at end of year2018-12-31$100,921
Value of interest in pooled separate accounts at beginning of year2018-12-31$107,345
Interest on participant loans2018-12-31$7,024
Interest earned on other investments2018-12-31$1,174
Value of interest in common/collective trusts at end of year2018-12-31$2,521,938
Value of interest in common/collective trusts at beginning of year2018-12-31$3,382,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$74,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$61,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-188,869
Net investment gain/loss from pooled separate accounts2018-12-31$-7,051
Net investment gain or loss from common/collective trusts2018-12-31$-197,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$108,439
Employer contributions (assets) at end of year2018-12-31$1,514
Employer contributions (assets) at beginning of year2018-12-31$973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$365,179
Liabilities. Value of benefit claims payable at end of year2018-12-31$23,121
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$66,700
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2018-12-31462966358
2017 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$66,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$24,170
Total income from all sources (including contributions)2017-12-31$1,254,139
Total of all expenses incurred2017-12-31$529,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$422,972
Value of total corrective distributions2017-12-31$66,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$631,156
Value of total assets at end of year2017-12-31$4,577,518
Value of total assets at beginning of year2017-12-31$3,810,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,549
Total interest from all sources2017-12-31$6,962
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$14,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$14,268
Administrative expenses professional fees incurred2017-12-31$39,549
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$449,840
Participant contributions at end of year2017-12-31$117,470
Participant contributions at beginning of year2017-12-31$86,306
Participant contributions at end of year2017-12-31$7,922
Participant contributions at beginning of year2017-12-31$4,515
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$66,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$724,918
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,510,818
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,785,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$899,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$802,547
Value of interest in pooled separate accounts at end of year2017-12-31$107,345
Value of interest in pooled separate accounts at beginning of year2017-12-31$60,291
Interest on participant loans2017-12-31$4,760
Interest earned on other investments2017-12-31$2,202
Value of interest in common/collective trusts at end of year2017-12-31$3,382,539
Value of interest in common/collective trusts at beginning of year2017-12-31$2,718,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$61,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$137,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$110,798
Net investment gain/loss from pooled separate accounts2017-12-31$9,437
Net investment gain or loss from common/collective trusts2017-12-31$481,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$114,899
Employer contributions (assets) at end of year2017-12-31$973
Employer contributions (assets) at beginning of year2017-12-31$409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$422,972
Liabilities. Value of benefit claims payable at end of year2017-12-31$66,700
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$24,170
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2017-12-31462966358
2016 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$43,188
Total income from all sources (including contributions)2016-12-31$996,740
Total of all expenses incurred2016-12-31$458,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$425,754
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$708,020
Value of total assets at end of year2016-12-31$3,810,070
Value of total assets at beginning of year2016-12-31$3,290,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,544
Total interest from all sources2016-12-31$3,792
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$14,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$14,872
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$380,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$566,509
Participant contributions at end of year2016-12-31$86,306
Participant contributions at beginning of year2016-12-31$44,405
Participant contributions at end of year2016-12-31$4,515
Participant contributions at beginning of year2016-12-31$2,038
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,182
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$2,000
Other income not declared elsewhere2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$538,442
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,785,900
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,247,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$802,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$701,011
Value of interest in pooled separate accounts at end of year2016-12-31$60,291
Value of interest in pooled separate accounts at beginning of year2016-12-31$51,109
Interest on participant loans2016-12-31$2,771
Interest earned on other investments2016-12-31$1,021
Value of interest in common/collective trusts at end of year2016-12-31$2,718,802
Value of interest in common/collective trusts at beginning of year2016-12-31$2,473,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$137,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,405
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$54,667
Net investment gain/loss from pooled separate accounts2016-12-31$2,841
Net investment gain or loss from common/collective trusts2016-12-31$212,548
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$116,329
Employer contributions (assets) at end of year2016-12-31$409
Employer contributions (assets) at beginning of year2016-12-31$4,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$423,754
Contract administrator fees2016-12-31$32,544
Liabilities. Value of benefit claims payable at end of year2016-12-31$24,170
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$43,188
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THE POMYKALA GROUP LLC
Accountancy firm EIN2016-12-31364336258
2015 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$43,188
Total income from all sources (including contributions)2015-12-31$576,576
Total of all expenses incurred2015-12-31$164,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$148,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$585,105
Value of total assets at end of year2015-12-31$3,290,646
Value of total assets at beginning of year2015-12-31$2,835,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,200
Total interest from all sources2015-12-31$12,601
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,241
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$330,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$389,014
Participant contributions at end of year2015-12-31$44,405
Participant contributions at beginning of year2015-12-31$97,607
Participant contributions at end of year2015-12-31$2,038
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,133
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$208
Other income not declared elsewhere2015-12-31$-4,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$412,373
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,247,458
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,835,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$701,011
Value of interest in pooled separate accounts at end of year2015-12-31$51,109
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,253,247
Interest on participant loans2015-12-31$5,383
Interest earned on other investments2015-12-31$7,218
Value of interest in common/collective trusts at end of year2015-12-31$2,473,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$484,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-30,759
Net investment gain/loss from pooled separate accounts2015-12-31$63,692
Net investment gain or loss from common/collective trusts2015-12-31$-57,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$175,958
Employer contributions (assets) at end of year2015-12-31$4,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$147,795
Contract administrator fees2015-12-31$16,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at end of year2015-12-31$43,188
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31THE POMYKALA GROUP LLC
Accountancy firm EIN2015-12-31364336258
2014 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$582,563
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$230,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$214,435
Value of total corrective distributions2014-12-31$10,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$388,222
Value of total assets at end of year2014-12-31$2,835,085
Value of total assets at beginning of year2014-12-31$2,482,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,086
Total interest from all sources2014-12-31$17,549
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$306,816
Participant contributions at end of year2014-12-31$97,607
Participant contributions at beginning of year2014-12-31$52,171
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,266
Other income not declared elsewhere2014-12-31$10,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$352,213
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,835,085
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,482,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,253,247
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,974,980
Interest on participant loans2014-12-31$3,359
Interest earned on other investments2014-12-31$14,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$484,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$455,721
Net investment gain/loss from pooled separate accounts2014-12-31$166,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$60,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$214,435
Contract administrator fees2014-12-31$5,086
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THE POMYKALA GROUP INC
Accountancy firm EIN2014-12-31364336258
2013 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$1,534,796
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$555,608
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$165,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$141,526
Value of total corrective distributions2013-12-31$18,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$286,529
Value of total assets at end of year2013-12-31$2,482,872
Value of total assets at beginning of year2013-12-31$3,627,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,842
Total interest from all sources2013-12-31$18,417
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$247,018
Participant contributions at end of year2013-12-31$52,171
Participant contributions at beginning of year2013-12-31$68,587
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$39,511
Other income not declared elsewhere2013-12-31$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$389,808
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,482,872
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,627,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,974,980
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,962,764
Interest on participant loans2013-12-31$3,751
Interest earned on other investments2013-12-31$14,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$455,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$596,509
Net investment gain/loss from pooled separate accounts2013-12-31$250,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$141,526
Contract administrator fees2013-12-31$5,842
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31THE POMYKALA GROUP LLC
Accountancy firm EIN2013-12-31364336258
2012 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$833,567
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$334,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$317,795
Expenses. Certain deemed distributions of participant loans2012-12-31$2,434
Value of total corrective distributions2012-12-31$8,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$480,767
Value of total assets at end of year2012-12-31$3,627,860
Value of total assets at beginning of year2012-12-31$3,129,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,640
Total interest from all sources2012-12-31$25,557
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$480,767
Participant contributions at end of year2012-12-31$68,587
Participant contributions at beginning of year2012-12-31$66,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$498,651
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,627,860
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,129,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,962,764
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,494,001
Interest on participant loans2012-12-31$5,698
Interest earned on other investments2012-12-31$19,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$596,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$568,932
Net investment gain/loss from pooled separate accounts2012-12-31$327,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$317,795
Contract administrator fees2012-12-31$6,640
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31THE POMYKALA GROUP LLC
Accountancy firm EIN2012-12-31364336258
2011 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$438,967
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$295,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$283,004
Expenses. Certain deemed distributions of participant loans2011-12-31$7,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$437,131
Value of total assets at end of year2011-12-31$3,129,209
Value of total assets at beginning of year2011-12-31$2,985,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,020
Total interest from all sources2011-12-31$22,783
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$366,056
Participant contributions at end of year2011-12-31$66,276
Participant contributions at beginning of year2011-12-31$62,141
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$71,075
Other income not declared elsewhere2011-12-31$1,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$143,592
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,129,209
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,985,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$154,221
Value of interest in pooled separate accounts at end of year2011-12-31$2,494,001
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,335,388
Interest on participant loans2011-12-31$5,550
Interest earned on other investments2011-12-31$17,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$568,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$433,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$6,287
Net investment gain/loss from pooled separate accounts2011-12-31$-28,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$283,004
Contract administrator fees2011-12-31$5,020
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31THE POMYKALA GROUP LLC CPA
Accountancy firm EIN2011-12-31364336258
2010 : THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$605,415
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$105,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$96,493
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$304,931
Value of total assets at end of year2010-12-31$2,985,617
Value of total assets at beginning of year2010-12-31$2,485,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,669
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$19,232
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$299,747
Participant contributions at end of year2010-12-31$62,141
Participant contributions at beginning of year2010-12-31$92,526
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,184
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$500,253
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,985,617
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,485,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$154,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$2,335,388
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,012,063
Interest on participant loans2010-12-31$3,760
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$15,472
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$433,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$380,775
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,948
Net investment gain/loss from pooled separate accounts2010-12-31$274,304
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$96,493
Contract administrator fees2010-12-31$8,669
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THE POMYKALA GROUP LLC CPA
Accountancy firm EIN2010-12-31364336258

Form 5500 Responses for THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN

2023: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE AUTOBARN LTD 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527317
Policy instance 2
Insurance contract or identification number527317
Number of Individuals Covered200
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $134
Total amount of fees paid to insurance companyUSD $36
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered200
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $77
Total amount of fees paid to insurance companyUSD $17
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527317
Policy instance 2
Insurance contract or identification number527317
Number of Individuals Covered200
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $246
Total amount of fees paid to insurance companyUSD $31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $246
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered200
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $144
Total amount of fees paid to insurance companyUSD $18
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $144
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered358
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $101
Total amount of fees paid to insurance companyUSD $13
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $92
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527317
Policy instance 2
Insurance contract or identification number527317
Number of Individuals Covered358
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $208
Total amount of fees paid to insurance companyUSD $28
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $189
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527317
Policy instance 2
Insurance contract or identification number527317
Number of Individuals Covered383
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $172
Total amount of fees paid to insurance companyUSD $21
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $172
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered383
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $425
Total amount of fees paid to insurance companyUSD $53
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $425
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527317
Policy instance 2
Insurance contract or identification number527317
Number of Individuals Covered435
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $467
Total amount of fees paid to insurance companyUSD $58
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $467
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered435
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $364
Total amount of fees paid to insurance companyUSD $46
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $364
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered527
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $266
Total amount of fees paid to insurance companyUSD $33
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $266
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527317
Policy instance 2
Insurance contract or identification number527317
Number of Individuals Covered527
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $453
Total amount of fees paid to insurance companyUSD $57
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $453
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527317
Policy instance 2
Insurance contract or identification number527317
Number of Individuals Covered510
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $367
Total amount of fees paid to insurance companyUSD $46
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $367
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameRETIREMENT PLAN CONSULTANTS, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered510
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $524
Total amount of fees paid to insurance companyUSD $65
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $524
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameRETIREMENT PLAN CONSULTANTS, INC.
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-63333-71
Policy instance 1
Insurance contract or identification number87-63333-71
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-06-26
Total amount of commissions paid to insurance brokerUSD $1,298
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,298
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER KOZAK
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered406
Insurance policy start date2015-05-15
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL ADVISORS COPR
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527317
Policy instance 3
Insurance contract or identification number527317
Number of Individuals Covered406
Insurance policy start date2015-05-15
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $52
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL ADVISORS CORP
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-63333-71
Policy instance 1
Insurance contract or identification number87-63333-71
Number of Individuals Covered174
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,189
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,189
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER KOZAK
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-63333-71
Policy instance 1
Insurance contract or identification number87-63333-71
Number of Individuals Covered173
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,187
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,187
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER KOZAK
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-63333-71
Policy instance 1
Insurance contract or identification number87-63333-71
Number of Individuals Covered287
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,616
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,616
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER KOZAK
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-63333-71
Policy instance 1
Insurance contract or identification number87-63333-71
Number of Individuals Covered245
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,190
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-63333-71
Policy instance 1
Insurance contract or identification number87-63333-71
Number of Individuals Covered257
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,478
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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