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BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 401k Plan overview

Plan NameBLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING
Plan identification number 001

BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

BLUE GRASS AUTOMOTIVE has sponsored the creation of one or more 401k plans.

Company Name:BLUE GRASS AUTOMOTIVE
Employer identification number (EIN):610648690
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES HAYNES
0012016-01-01JAMES HAYNES
0012015-01-01MICHAEL REAS2016-07-12
0012014-01-01JAMES HAYNES2015-06-26
0012013-01-01JAMES HAYNES2014-10-13
0012012-01-01JAMES HAYNES
0012011-01-01JAMES HAYNES
0012009-01-01JAMES HAYNES

Plan Statistics for BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING

401k plan membership statisitcs for BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING

Measure Date Value
2022: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year2022-01-01280
Total number of active participants reported on line 7a of the Form 55002022-01-01128
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01155
Total of all active and inactive participants2022-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01285
Number of participants with account balances2022-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year2021-01-01236
Total number of active participants reported on line 7a of the Form 55002021-01-01134
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01256
Number of participants with account balances2021-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year2020-01-01198
Total number of active participants reported on line 7a of the Form 55002020-01-01128
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0187
Total of all active and inactive participants2020-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01215
Number of participants with account balances2020-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year2019-01-01178
Total number of active participants reported on line 7a of the Form 55002019-01-01150
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01198
Number of participants with account balances2019-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-01-01181
Total number of active participants reported on line 7a of the Form 55002018-01-01143
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01178
Number of participants with account balances2018-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-01199
Total number of active participants reported on line 7a of the Form 55002017-01-01141
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01156
Number of participants with account balances2017-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-01-01129
Total number of active participants reported on line 7a of the Form 55002016-01-01127
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01167
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2012: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-0186
Total number of active participants reported on line 7a of the Form 55002012-01-0176
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0187
Number of participants with account balances2012-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-0195
Total number of active participants reported on line 7a of the Form 55002011-01-0179
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0194
Number of participants with account balances2011-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-0198
Total number of active participants reported on line 7a of the Form 55002009-01-0181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0199
Number of participants with account balances2009-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING

Measure Date Value
2022 : BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-626,300
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$309,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$266,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$703,303
Value of total assets at end of year2022-12-31$7,698,808
Value of total assets at beginning of year2022-12-31$8,634,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,680
Total interest from all sources2022-12-31$2,684
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$49,297
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$49,297
Administrative expenses professional fees incurred2022-12-31$1,620
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$577,395
Participant contributions at end of year2022-12-31$41,405
Participant contributions at beginning of year2022-12-31$65,094
Total non interest bearing cash at end of year2022-12-31$10,936
Total non interest bearing cash at beginning of year2022-12-31$7,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-935,866
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,698,808
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,634,674
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
Investment advisory and management fees2022-12-31$12,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,830,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,263,618
Value of interest in pooled separate accounts at end of year2022-12-31$486,869
Value of interest in pooled separate accounts at beginning of year2022-12-31$256,906
Interest on participant loans2022-12-31$2,239
Interest earned on other investments2022-12-31$445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$119,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$77,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$77,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-702,180
Net investment gain/loss from pooled separate accounts2022-12-31$-679,404
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$125,908
Employer contributions (assets) at end of year2022-12-31$125,000
Employer contributions (assets) at beginning of year2022-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$266,886
Contract administrator fees2022-12-31$28,619
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$3,084,485
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,714,706
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 name2022-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2022-12-31611064249
2021 : BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,975,306
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$260,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$217,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$763,954
Value of total assets at end of year2021-12-31$8,634,674
Value of total assets at beginning of year2021-12-31$6,919,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,194
Total interest from all sources2021-12-31$4,483
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$54,542
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$54,542
Administrative expenses professional fees incurred2021-12-31$1,080
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$513,954
Participant contributions at end of year2021-12-31$65,094
Participant contributions at beginning of year2021-12-31$105,640
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$7,005
Total non interest bearing cash at beginning of year2021-12-31$2,951
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$1,715,169
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,634,674
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,919,505
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
Investment advisory and management fees2021-12-31$12,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,263,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,324,635
Value of interest in pooled separate accounts at end of year2021-12-31$256,906
Value of interest in pooled separate accounts at beginning of year2021-12-31$241,617
Interest on participant loans2021-12-31$4,478
Interest earned on other investments2021-12-31$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$77,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$77,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$77,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$573,878
Net investment gain/loss from pooled separate accounts2021-12-31$578,449
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$250,000
Employer contributions (assets) at end of year2021-12-31$250,000
Employer contributions (assets) at beginning of year2021-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$217,943
Contract administrator fees2021-12-31$28,593
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,714,706
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$3,016,943
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 name2021-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2021-12-31611064249
2020 : BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$258,848
Total unrealized appreciation/depreciation of assets2020-12-31$258,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,406,500
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$489,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$456,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$617,207
Value of total assets at end of year2020-12-31$6,919,505
Value of total assets at beginning of year2020-12-31$6,002,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,269
Total interest from all sources2020-12-31$2,874
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$50,805
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$50,805
Administrative expenses professional fees incurred2020-12-31$1,350
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$447,473
Participant contributions at end of year2020-12-31$105,640
Participant contributions at beginning of year2020-12-31$37,801
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,734
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$2,951
Total non interest bearing cash at beginning of year2020-12-31$2,011
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$917,135
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,919,505
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,002,370
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
Investment advisory and management fees2020-12-31$9,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,324,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,910,390
Value of interest in pooled separate accounts at end of year2020-12-31$241,617
Value of interest in pooled separate accounts at beginning of year2020-12-31$240,160
Interest on participant loans2020-12-31$2,812
Interest earned on other investments2020-12-31$62
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$77,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$84,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$84,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$476,766
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$150,000
Employer contributions (assets) at end of year2020-12-31$150,000
Employer contributions (assets) at beginning of year2020-12-31$50,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$456,096
Contract administrator fees2020-12-31$22,347
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,016,943
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,676,819
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 name2020-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2020-12-31611064249
2019 : BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,710,848
Total income from all sources (including contributions)2019-12-31$1,710,848
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$140,364
Total of all expenses incurred2019-12-31$140,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$123,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$123,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$582,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$582,860
Value of total assets at end of year2019-12-31$6,002,370
Value of total assets at end of year2019-12-31$6,002,370
Value of total assets at beginning of year2019-12-31$4,431,886
Value of total assets at beginning of year2019-12-31$4,431,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,299
Total interest from all sources2019-12-31$2,372
Total interest from all sources2019-12-31$2,372
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$50,908
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$50,908
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$50,908
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$50,908
Administrative expenses professional fees incurred2019-12-31$1,170
Administrative expenses professional fees incurred2019-12-31$1,170
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$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$390,595
Contributions received from participants2019-12-31$390,595
Participant contributions at end of year2019-12-31$37,801
Participant contributions at end of year2019-12-31$37,801
Participant contributions at beginning of year2019-12-31$20,183
Participant contributions at beginning of year2019-12-31$20,183
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$141,278
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$141,278
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$2,011
Total non interest bearing cash at end of year2019-12-31$2,011
Total non interest bearing cash at beginning of year2019-12-31$296
Total non interest bearing cash at beginning of year2019-12-31$296
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$1,570,484
Value of net income/loss2019-12-31$1,570,484
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,002,370
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,002,370
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,431,886
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,431,886
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$3,056
Investment advisory and management fees2019-12-31$3,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,910,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,910,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,170,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,170,355
Value of interest in pooled separate accounts at end of year2019-12-31$240,160
Value of interest in pooled separate accounts at end of year2019-12-31$240,160
Value of interest in pooled separate accounts at beginning of year2019-12-31$205,235
Value of interest in pooled separate accounts at beginning of year2019-12-31$205,235
Interest on participant loans2019-12-31$2,213
Interest on participant loans2019-12-31$2,213
Interest earned on other investments2019-12-31$159
Interest earned on other investments2019-12-31$159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$84,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$84,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$74,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$74,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$74,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$74,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$603,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$603,077
Net investment gain/loss from pooled separate accounts2019-12-31$471,631
Net investment gain/loss from pooled separate accounts2019-12-31$471,631
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$50,987
Contributions received in cash from employer2019-12-31$50,987
Employer contributions (assets) at end of year2019-12-31$50,232
Employer contributions (assets) at end of year2019-12-31$50,232
Employer contributions (assets) at beginning of year2019-12-31$41,519
Employer contributions (assets) at beginning of year2019-12-31$41,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$123,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$123,065
Contract administrator fees2019-12-31$13,073
Contract administrator fees2019-12-31$13,073
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,676,819
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,676,819
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,919,692
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,919,692
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm name2019-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2019-12-31611064249
Accountancy firm EIN2019-12-31611064249
2018 : BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$66,381
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$149,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$146,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$384,627
Value of total assets at end of year2018-12-31$4,431,886
Value of total assets at beginning of year2018-12-31$4,514,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,057
Total interest from all sources2018-12-31$1,247
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$40,894
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$40,894
Administrative expenses professional fees incurred2018-12-31$810
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$343,121
Participant contributions at end of year2018-12-31$20,183
Participant contributions at beginning of year2018-12-31$30,183
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other income not declared elsewhere2018-12-31$-183,572
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$296
Total non interest bearing cash at beginning of year2018-12-31$11,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-82,858
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,431,886
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,514,744
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
Investment advisory and management fees2018-12-31$1,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,170,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,268,407
Value of interest in pooled separate accounts at end of year2018-12-31$205,235
Value of interest in pooled separate accounts at beginning of year2018-12-31$90,178
Interest on participant loans2018-12-31$1,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$74,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$20,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$20,576
Net investment gain/loss from pooled separate accounts2018-12-31$-176,815
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$41,506
Employer contributions (assets) at end of year2018-12-31$41,519
Employer contributions (assets) at beginning of year2018-12-31$40,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$146,182
Contract administrator fees2018-12-31$332
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,919,692
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,052,541
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2018-12-31611064249
2017 : BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,024,798
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$186,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$181,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$375,656
Value of total assets at end of year2017-12-31$4,514,744
Value of total assets at beginning of year2017-12-31$3,676,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,287
Total interest from all sources2017-12-31$1,770
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$34,909
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$34,909
Administrative expenses professional fees incurred2017-12-31$2,365
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$10,484
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$327,553
Participant contributions at end of year2017-12-31$30,183
Participant contributions at beginning of year2017-12-31$48,330
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,146
Other income not declared elsewhere2017-12-31$325,804
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$11,916
Total non interest bearing cash at beginning of year2017-12-31$10,605
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$837,903
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,514,744
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,676,841
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
Investment advisory and management fees2017-12-31$1,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$2,356,069
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,922,130
Interest on participant loans2017-12-31$1,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$20,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$140,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$140,186
Net investment gain/loss from pooled separate accounts2017-12-31$286,659
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$40,957
Employer contributions (assets) at end of year2017-12-31$40,943
Employer contributions (assets) at beginning of year2017-12-31$37,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$181,608
Contract administrator fees2017-12-31$1,172
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,052,541
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,507,265
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2017-12-31611064249
2016 : BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,626
Total income from all sources (including contributions)2016-12-31$625,538
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$73,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$70,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$315,684
Value of total assets at end of year2016-12-31$3,676,841
Value of total assets at beginning of year2016-12-31$3,126,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,515
Total interest from all sources2016-12-31$1,817
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$31,333
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$31,333
Administrative expenses professional fees incurred2016-12-31$430
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$259,357
Participant contributions at end of year2016-12-31$48,330
Participant contributions at beginning of year2016-12-31$29,745
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,486
Other income not declared elsewhere2016-12-31$160,933
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$1,626
Total non interest bearing cash at end of year2016-12-31$10,605
Total non interest bearing cash at beginning of year2016-12-31$5,915
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$552,333
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,676,841
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,124,508
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
Investment advisory and management fees2016-12-31$1,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,657,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,448,481
Value of interest in pooled separate accounts at end of year2016-12-31$1,922,130
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,601,159
Interest on participant loans2016-12-31$1,817
Net investment gain/loss from pooled separate accounts2016-12-31$115,771
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$37,841
Employer contributions (assets) at end of year2016-12-31$37,841
Employer contributions (assets) at beginning of year2016-12-31$40,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$70,690
Contract administrator fees2016-12-31$156
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2016-12-31611064249
2012 : BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2012 401k financial data
Total income from all sources2012-12-31$399,699
Expenses. Total of all expenses incurred2012-12-31$240,221
Benefits paid (including direct rollovers)2012-12-31$240,221
Total plan assets at end of year2012-12-31$2,264,149
Total plan assets at beginning of year2012-12-31$2,104,671
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$101,121
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$282,958
Net income (gross income less expenses)2012-12-31$159,478
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,264,149
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,104,671
Assets. Value of participant loans2012-12-31$49,789
Total contributions received or receivable from employer(s)2012-12-31$15,620
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2011 401k financial data
Total income from all sources2011-12-31$54,047
Expenses. Total of all expenses incurred2011-12-31$303,589
Benefits paid (including direct rollovers)2011-12-31$303,589
Total plan assets at end of year2011-12-31$2,104,671
Total plan assets at beginning of year2011-12-31$2,354,213
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$108,139
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-69,033
Net income (gross income less expenses)2011-12-31$-249,542
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,104,671
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,354,213
Assets. Value of participant loans2011-12-31$79,074
Total contributions received or receivable from employer(s)2011-12-31$14,941
2010 : BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2010 401k financial data
Total income from all sources2010-12-31$572,036
Expenses. Total of all expenses incurred2010-12-31$284,970
Benefits paid (including direct rollovers)2010-12-31$284,970
Total plan assets at end of year2010-12-31$2,354,213
Total plan assets at beginning of year2010-12-31$2,067,147
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$119,400
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$435,159
Net income (gross income less expenses)2010-12-31$287,066
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,354,213
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,067,147
Assets. Value of participant loans2010-12-31$85,010
Total contributions received or receivable from employer(s)2010-12-31$17,477
2009 : BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING

2022: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2012: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BLUE GRASS AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112067
Policy instance 1
Insurance contract or identification number112067
Number of Individuals Covered332
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,729
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3729
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112067
Policy instance 1
Insurance contract or identification number112067
Number of Individuals Covered305
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,156
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3156
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112067
Policy instance 1
Insurance contract or identification number112067
Number of Individuals Covered260
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,954
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2954
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112067
Policy instance 1
Insurance contract or identification number112067
Number of Individuals Covered221
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,041
Total amount of fees paid to insurance companyUSD $2,599
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,041
Insurance broker organization code?7
Amount paid for insurance broker fees2599
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION, OTHER ALLOWANCES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112067
Policy instance 1
Insurance contract or identification number112067
Number of Individuals Covered208
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,956
Total amount of fees paid to insurance companyUSD $3,093
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,251
Amount paid for insurance broker fees993
Additional information about fees paid to insurance brokerBROKER COMMISSION, OTHER ALLOWANCES
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112067
Policy instance 1
Insurance contract or identification number112067
Number of Individuals Covered177
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,587
Total amount of fees paid to insurance companyUSD $4,325
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,587
Amount paid for insurance broker fees846
Additional information about fees paid to insurance brokerBROKER COMMISSION, OTHER ALLOWANCES
Insurance broker organization code?4
Insurance broker nameTRINITY PENSION CONSULTANTS

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