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UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 401k Plan overview

Plan NameUNITED AUTOMOBILE HOLDINGS 401(K) PLAN
Plan identification number 001

UNITED AUTOMOBILE HOLDINGS 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

UNITED AUTOMOBILE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:UNITED AUTOMOBILE INSURANCE COMPANY
Employer identification number (EIN):650145688
NAIC Classification:524150

Additional information about UNITED AUTOMOBILE INSURANCE COMPANY

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1989-03-02
Company Identification Number: J85368
Legal Registered Office Address: 200 E Gaines St

TALLAHASSEE

32399

More information about UNITED AUTOMOBILE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED AUTOMOBILE HOLDINGS 401(K) 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
0012018-01-01TRANEKA TAYLOR TRANEKA TAYLOR2019-07-15
0012018-01-01
0012017-01-01TRANEKA TAYLOR TRANEKA TAYLOR2018-10-15
0012016-01-01TRANEKA TAYLOR TRANEKA TAYLOR2017-10-13
0012015-01-01TRANEKA TAYLOR TRANEKA TAYLOR2016-09-19
0012014-01-01JUDY NEUMANN JUDY NEUMANN2015-09-02
0012013-01-01JUDY NEUMANN JUDY NEUMANN2014-08-11
0012012-01-01JUDY NEUMANN JUDY NEUMANN2013-09-18
0012011-01-01JUDY NEUMANN JUDY NEUMANN2012-08-31
0012010-01-01JUDY NEUMANN JUDY NEUMANN2011-09-16
0012009-01-01JUDY NEUMANN JUDY NEUMANN2010-09-22

Plan Statistics for UNITED AUTOMOBILE HOLDINGS 401(K) PLAN

401k plan membership statisitcs for UNITED AUTOMOBILE HOLDINGS 401(K) PLAN

Measure Date Value
2023: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01564
Total number of active participants reported on line 7a of the Form 55002023-01-01418
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0191
Total of all active and inactive participants2023-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01511
Number of participants with account balances2023-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0125
2022: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01598
Total number of active participants reported on line 7a of the Form 55002022-01-01443
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01543
Number of participants with account balances2022-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0144
2021: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01598
Total number of active participants reported on line 7a of the Form 55002021-01-01503
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01566
Number of participants with account balances2021-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01535
Total number of active participants reported on line 7a of the Form 55002020-01-01555
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01600
Number of participants with account balances2020-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01474
Total number of active participants reported on line 7a of the Form 55002019-01-01439
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01497
Number of participants with account balances2019-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01520
Total number of active participants reported on line 7a of the Form 55002018-01-01398
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01451
Number of participants with account balances2018-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01502
Total number of active participants reported on line 7a of the Form 55002017-01-01383
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01437
Number of participants with account balances2017-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01588
Total number of active participants reported on line 7a of the Form 55002016-01-01417
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01489
Number of participants with account balances2016-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01577
Total number of active participants reported on line 7a of the Form 55002015-01-01548
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01593
Number of participants with account balances2015-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01636
Total number of active participants reported on line 7a of the Form 55002014-01-01539
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01579
Number of participants with account balances2014-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01668
Total number of active participants reported on line 7a of the Form 55002013-01-01587
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01617
Number of participants with account balances2013-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0184
2012: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01667
Total number of active participants reported on line 7a of the Form 55002012-01-01605
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01640
Number of participants with account balances2012-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0169
2011: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01660
Total number of active participants reported on line 7a of the Form 55002011-01-01603
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01646
Number of participants with account balances2011-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0163
2010: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01697
Total number of active participants reported on line 7a of the Form 55002010-01-01618
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01135
Total of all active and inactive participants2010-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01753
Number of participants with account balances2010-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01105
2009: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01760
Total number of active participants reported on line 7a of the Form 55002009-01-01664
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01223
Total of all active and inactive participants2009-01-01887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01887
Number of participants with account balances2009-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01119

Financial Data on UNITED AUTOMOBILE HOLDINGS 401(K) PLAN

Measure Date Value
2023 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,368,939
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$8,350,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,218,385
Value of total corrective distributions2023-12-31$26,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,107,065
Value of total assets at end of year2023-12-31$23,966,134
Value of total assets at beginning of year2023-12-31$26,947,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$105,320
Total interest from all sources2023-12-31$39,146
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$297,613
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$297,613
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,500,000
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$1,319,209
Participant contributions at end of year2023-12-31$430,060
Participant contributions at beginning of year2023-12-31$524,146
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$300,757
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$10,698
Other income not declared elsewhere2023-12-31$214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-2,981,680
Value of net assets at end of year (total assets less liabilities)2023-12-31$23,966,134
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$26,947,814
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$14,125,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$13,912,288
Value of interest in pooled separate accounts at end of year2023-12-31$6,473,427
Value of interest in pooled separate accounts at beginning of year2023-12-31$7,398,055
Interest on participant loans2023-12-31$39,146
Value of interest in common/collective trusts at end of year2023-12-31$2,937,520
Value of interest in common/collective trusts at beginning of year2023-12-31$5,113,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,814,681
Net investment gain/loss from pooled separate accounts2023-12-31$1,006,147
Net investment gain or loss from common/collective trusts2023-12-31$104,073
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$487,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,207,687
Contract administrator fees2023-12-31$105,320
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 name2023-12-31FLEITES & COMPANY CPA'S PA
Accountancy firm EIN2023-12-31651056660
2022 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-2,075,495
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,853,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,688,476
Value of total corrective distributions2022-12-31$44,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,340,709
Value of total assets at end of year2022-12-31$26,947,814
Value of total assets at beginning of year2022-12-31$31,876,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$120,377
Total interest from all sources2022-12-31$31,221
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$285,569
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$285,569
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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$1,643,302
Participant contributions at end of year2022-12-31$524,146
Participant contributions at beginning of year2022-12-31$508,939
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$71,639
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,928,965
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,947,814
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,876,779
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$13,912,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,653,487
Value of interest in pooled separate accounts at end of year2022-12-31$7,398,055
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,233,076
Interest on participant loans2022-12-31$31,221
Value of interest in common/collective trusts at end of year2022-12-31$5,113,325
Value of interest in common/collective trusts at beginning of year2022-12-31$4,481,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,214,666
Net investment gain/loss from pooled separate accounts2022-12-31$-1,606,019
Net investment gain or loss from common/collective trusts2022-12-31$87,691
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$625,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,685,658
Contract administrator fees2022-12-31$120,377
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 name2022-12-31FLEITES & COMPANY, P.A.
Accountancy firm EIN2022-12-31651056660
2021 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 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$6,431,479
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,215,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,070,530
Value of total corrective distributions2021-12-31$21,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,355,784
Value of total assets at end of year2021-12-31$31,876,779
Value of total assets at beginning of year2021-12-31$27,661,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$123,878
Total interest from all sources2021-12-31$27,182
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$277,370
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$277,370
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
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$1,641,686
Participant contributions at end of year2021-12-31$508,939
Participant contributions at beginning of year2021-12-31$464,019
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$56,655
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$480
Other income not declared elsewhere2021-12-31$8
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$4,215,660
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,876,779
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,661,119
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$17,653,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,356,929
Value of interest in pooled separate accounts at end of year2021-12-31$9,233,076
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,559,961
Interest on participant loans2021-12-31$27,182
Value of interest in common/collective trusts at end of year2021-12-31$4,481,277
Value of interest in common/collective trusts at beginning of year2021-12-31$4,279,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,770,449
Net investment gain/loss from pooled separate accounts2021-12-31$1,928,049
Net investment gain or loss from common/collective trusts2021-12-31$72,637
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$657,443
Employer contributions (assets) at beginning of year2021-12-31$531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,070,050
Contract administrator fees2021-12-31$123,878
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 name2021-12-31FLEITES AND COMPANY CPA PA
Accountancy firm EIN2021-12-31651056660
2020 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,889,394
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,866,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,719,462
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$44,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,153,560
Value of total assets at end of year2020-12-31$27,661,119
Value of total assets at beginning of year2020-12-31$24,638,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$102,576
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$37,335
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$182,625
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$182,625
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,505,750
Participant contributions at end of year2020-12-31$464,019
Participant contributions at beginning of year2020-12-31$625,423
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$35,181
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$2,934
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables 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$3,022,904
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,661,119
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,638,215
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,356,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,192,940
Value of interest in pooled separate accounts at end of year2020-12-31$7,559,961
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,045,980
Interest on participant loans2020-12-31$37,335
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$4,279,679
Value of interest in common/collective trusts at beginning of year2020-12-31$2,773,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
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$1,718,935
Net investment gain/loss from pooled separate accounts2020-12-31$760,300
Net investment gain or loss from common/collective trusts2020-12-31$36,639
Net gain/loss from 103.12 investment entities2020-12-31$0
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$612,629
Employer contributions (assets) at end of year2020-12-31$531
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,716,528
Contract administrator fees2020-12-31$102,576
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31FLEITES & COMPANY CPA PA
Accountancy firm EIN2020-12-31651056660
2019 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of 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 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$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$6,088,381
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,127,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$933,689
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$89,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,994,333
Value of total assets at end of year2019-12-31$24,638,215
Value of total assets at beginning of year2019-12-31$19,677,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$104,580
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$45,820
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$220,168
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$220,168
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,372,348
Participant contributions at end of year2019-12-31$625,423
Participant contributions at beginning of year2019-12-31$715,455
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$81,576
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 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$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables 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
Value of net income/loss2019-12-31$4,960,566
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,638,215
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,677,649
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,192,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,023,916
Value of interest in pooled separate accounts at end of year2019-12-31$8,045,980
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,321,479
Interest on participant loans2019-12-31$45,820
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,773,872
Value of interest in common/collective trusts at beginning of year2019-12-31$2,616,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$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$2,118,163
Net investment gain/loss from pooled separate accounts2019-12-31$1,573,943
Net investment gain or loss from common/collective trusts2019-12-31$135,954
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
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$540,409
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$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$933,689
Contract administrator fees2019-12-31$104,580
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
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 carrying amount (costs) on sale of assets2019-12-31$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
Accountancy firm name2019-12-31FLEITAS & CO., CPA, P.A.
Accountancy firm EIN2019-12-31651056660
2018 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$896,012
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,348,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,239,255
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$13,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,806,716
Value of total assets at end of year2018-12-31$19,677,649
Value of total assets at beginning of year2018-12-31$20,130,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,214
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$40,853
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$177,206
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$177,206
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,264,572
Participant contributions at end of year2018-12-31$715,455
Participant contributions at beginning of year2018-12-31$641,043
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-452,810
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,677,649
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,130,459
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,023,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,493,093
Value of interest in pooled separate accounts at end of year2018-12-31$6,321,479
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,485,143
Interest on participant loans2018-12-31$40,853
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$2,616,799
Value of interest in common/collective trusts at beginning of year2018-12-31$2,511,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-717,469
Net investment gain/loss from pooled separate accounts2018-12-31$-436,336
Net investment gain or loss from common/collective trusts2018-12-31$25,042
Net gain/loss from 103.12 investment entities2018-12-31$0
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$542,144
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,239,255
Contract administrator fees2018-12-31$96,214
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31FLEITES & CO., CPA, P.A
Accountancy firm EIN2018-12-31651056660
2017 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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$3,532,928
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,123,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,985,886
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$48,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$923,320
Value of total assets at end of year2017-12-31$20,130,459
Value of total assets at beginning of year2017-12-31$18,721,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$88,856
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$39,400
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$152,929
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$152,929
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$923,320
Participant contributions at end of year2017-12-31$641,043
Participant contributions at beginning of year2017-12-31$762,711
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,409,400
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,130,459
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,721,059
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,493,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,234,764
Value of interest in pooled separate accounts at end of year2017-12-31$6,485,143
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,922,083
Interest on participant loans2017-12-31$39,400
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$2,511,180
Value of interest in common/collective trusts at beginning of year2017-12-31$2,801,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,353,256
Net investment gain/loss from pooled separate accounts2017-12-31$1,025,276
Net investment gain or loss from common/collective trusts2017-12-31$38,747
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,985,886
Contract administrator fees2017-12-31$88,856
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31FLEITES & COMPANY, P.A.
Accountancy firm EIN2017-12-31651056660
2016 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,064,585
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,989,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,838,305
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$120,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,638,088
Value of total assets at end of year2016-12-31$18,721,059
Value of total assets at beginning of year2016-12-31$18,646,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,098
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$39,843
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$106,420
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$106,420
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$1,324,297
Participant contributions at end of year2016-12-31$762,711
Participant contributions at beginning of year2016-12-31$713,616
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,326
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$10
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$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$74,617
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,721,059
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,646,442
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,234,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,709,889
Value of interest in pooled separate accounts at end of year2016-12-31$5,922,083
Value of interest in pooled separate accounts at beginning of year2016-12-31$13,378,013
Interest on participant loans2016-12-31$39,843
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$2,801,501
Value of interest in common/collective trusts at beginning of year2016-12-31$2,844,924
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$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
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$173,473
Net investment gain/loss from pooled separate accounts2016-12-31$1,077,763
Net investment gain or loss from common/collective trusts2016-12-31$28,988
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$312,465
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,838,305
Contract administrator fees2016-12-31$31,098
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31FLEITAS & CO., CPA, P.A.
Accountancy firm EIN2016-12-31651056660
2015 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,199,683
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,116,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$930,314
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$174,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,392,745
Value of total assets at end of year2015-12-31$18,646,442
Value of total assets at beginning of year2015-12-31$17,563,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,439
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$36,787
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,945
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$15,945
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$1,469,462
Participant contributions at end of year2015-12-31$713,616
Participant contributions at beginning of year2015-12-31$695,808
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$314,354
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,083,080
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,646,442
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,563,362
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,709,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,587,404
Value of interest in pooled separate accounts at end of year2015-12-31$13,378,013
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,774,063
Interest on participant loans2015-12-31$36,787
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$2,844,924
Value of interest in common/collective trusts at beginning of year2015-12-31$2,506,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-110,605
Net investment gain/loss from pooled separate accounts2015-12-31$-141,520
Net investment gain or loss from common/collective trusts2015-12-31$6,331
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$608,929
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$930,314
Contract administrator fees2015-12-31$11,439
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31FLEITAS & CO.
Accountancy firm EIN2015-12-31651056660
2014 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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$3,154,704
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,399,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,238,381
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$145,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,178,705
Value of total assets at end of year2014-12-31$17,563,362
Value of total assets at beginning of year2014-12-31$16,807,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,467
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$35,564
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$18,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$18,304
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$1,429,959
Participant contributions at end of year2014-12-31$695,808
Participant contributions at beginning of year2014-12-31$634,423
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$141,060
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$2,821
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$755,436
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,563,362
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,807,926
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,587,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,280,138
Value of interest in pooled separate accounts at end of year2014-12-31$12,774,063
Value of interest in pooled separate accounts at beginning of year2014-12-31$12,641,922
Interest on participant loans2014-12-31$35,564
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$2,506,087
Value of interest in common/collective trusts at beginning of year2014-12-31$2,251,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$37,582
Net investment gain/loss from pooled separate accounts2014-12-31$850,797
Net investment gain or loss from common/collective trusts2014-12-31$30,931
Net gain/loss from 103.12 investment entities2014-12-31$0
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$607,686
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,238,381
Contract administrator fees2014-12-31$15,467
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31FLEITAS & CO.
Accountancy firm EIN2014-12-31651056660
2013 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,600,687
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,213,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,057,537
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$141,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,163,508
Value of total assets at end of year2013-12-31$16,807,926
Value of total assets at beginning of year2013-12-31$14,421,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,833
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$32,057
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$14,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$14,782
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$1,471,310
Participant contributions at end of year2013-12-31$634,423
Participant contributions at beginning of year2013-12-31$675,067
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$75,301
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,386,706
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,807,926
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,421,220
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,280,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,302,660
Value of interest in pooled separate accounts at end of year2013-12-31$12,641,922
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,338,601
Interest on participant loans2013-12-31$32,057
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$2,251,443
Value of interest in common/collective trusts at beginning of year2013-12-31$2,104,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$97,246
Net investment gain/loss from pooled separate accounts2013-12-31$2,310,597
Net investment gain or loss from common/collective trusts2013-12-31$-17,503
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Contributions received in cash from employer2013-12-31$616,897
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,057,537
Contract administrator fees2013-12-31$14,833
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31FLEITAS & CO.
Accountancy firm EIN2013-12-31651056660
2012 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
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$3,543,440
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,026,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$908,013
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$106,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,144,490
Value of total assets at end of year2012-12-31$14,421,220
Value of total assets at beginning of year2012-12-31$11,903,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,488
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$34,319
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$19,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$19,457
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$1,473,882
Participant contributions at end of year2012-12-31$675,067
Participant contributions at beginning of year2012-12-31$588,553
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$63,817
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$225
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$3,500
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,517,375
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,421,220
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,903,845
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,302,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$942,539
Value of interest in pooled separate accounts at end of year2012-12-31$10,338,601
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,127,494
Interest on participant loans2012-12-31$34,319
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$2,104,892
Value of interest in common/collective trusts at beginning of year2012-12-31$2,245,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$80,849
Net investment gain/loss from pooled separate accounts2012-12-31$1,237,381
Net investment gain or loss from common/collective trusts2012-12-31$23,444
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Contributions received in cash from employer2012-12-31$606,791
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$907,788
Contract administrator fees2012-12-31$11,488
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31FLEITAS & CO.
Accountancy firm EIN2012-12-31651056660
2011 : UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$2,109,828
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,728,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,593,763
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$107,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,217,994
Value of total assets at end of year2011-12-31$11,903,845
Value of total assets at beginning of year2011-12-31$11,523,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,194
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$28,581
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$18,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$18,246
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$1,434,508
Participant contributions at end of year2011-12-31$588,553
Participant contributions at beginning of year2011-12-31$474,432
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$169,066
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$176
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$380,838
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,903,845
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,523,007
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$942,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$927,504
Value of interest in pooled separate accounts at end of year2011-12-31$8,127,494
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,959,117
Interest on participant loans2011-12-31$28,581
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$2,245,259
Value of interest in common/collective trusts at beginning of year2011-12-31$2,111,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$50,356
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$9,226
Net investment gain/loss from pooled separate accounts2011-12-31$-210,370
Net investment gain or loss from common/collective trusts2011-12-31$46,151
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Contributions received in cash from employer2011-12-31$614,420
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,593,587
Contract administrator fees2011-12-31$28,194
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 plan2011-12-31Unqualified
Accountancy firm name2011-12-31FLEITAS & COMPANY PA
Accountancy firm EIN2011-12-31651056660
2010 : UNITED AUTOMOBILE HOLDINGS 401(K) 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 transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Total income from all sources (including contributions)2010-12-31$3,349,879
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,066,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$952,932
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$83,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,006,185
Value of total assets at end of year2010-12-31$11,523,007
Value of total assets at beginning of year2010-12-31$9,240,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,692
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$33,888
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,124
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$11,124
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$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$1,320,623
Participant contributions at end of year2010-12-31$474,432
Participant contributions at beginning of year2010-12-31$602,492
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$124,960
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$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
Value of net income/loss2010-12-31$2,282,890
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,523,007
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,240,117
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$927,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$682,319
Value of interest in pooled separate accounts at end of year2010-12-31$7,959,117
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,035,885
Interest on participant loans2010-12-31$31,852
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$2,036
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$2,111,598
Value of interest in common/collective trusts at beginning of year2010-12-31$1,802,319
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$50,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$117,102
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$79,137
Net investment gain/loss from pooled separate accounts2010-12-31$1,146,293
Net investment gain or loss from common/collective trusts2010-12-31$73,252
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$560,602
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$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$952,932
Contract administrator fees2010-12-31$30,692
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$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 name2010-12-31FLEITAS & COMPANY PA
Accountancy firm EIN2010-12-31651056660

Form 5500 Responses for UNITED AUTOMOBILE HOLDINGS 401(K) PLAN

2023: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
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: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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
2015: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: UNITED AUTOMOBILE HOLDINGS 401(K) 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: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: UNITED AUTOMOBILE HOLDINGS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 number529108
Policy instance 1
Insurance contract or identification number529108
Number of Individuals Covered511
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $9,913
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number529108
Policy instance 1
Insurance contract or identification number529108
Number of Individuals Covered543
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $11,824
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,824
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number529108
Policy instance 1
Insurance contract or identification number529108
Number of Individuals Covered566
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11,913
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,913
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number529108
Policy instance 1
Insurance contract or identification number529108
Number of Individuals Covered600
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,418
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,418
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number529108
Policy instance 1
Insurance contract or identification number529108
Number of Individuals Covered497
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,053
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,053
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number529108
Policy instance 1
Insurance contract or identification number529108
Number of Individuals Covered451
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,584
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,584
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number529108
Policy instance 1
Insurance contract or identification number529108
Number of Individuals Covered437
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,137
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,620
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMESIROW INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number428910
Policy instance 1
Insurance contract or identification number428910
Number of Individuals Covered593
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,107
Total amount of fees paid to insurance companyUSD $2,850
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $23,107
Amount paid for insurance broker fees1166
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMESIROW FINANCIAL INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number428910
Policy instance 1
Insurance contract or identification number428910
Number of Individuals Covered579
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,639
Total amount of fees paid to insurance companyUSD $2,820
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,639
Amount paid for insurance broker fees1204
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMESIROW FINANCIAL INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number428910
Policy instance 1
Insurance contract or identification number428910
Number of Individuals Covered617
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $23,837
Total amount of fees paid to insurance companyUSD $6,344
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,837
Amount paid for insurance broker fees994
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMESIROW FINANCIAL INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number428910
Policy instance 1
Insurance contract or identification number428910
Number of Individuals Covered640
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,125
Total amount of fees paid to insurance companyUSD $4,750
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,732
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameMESIROW FINANCIAL INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number428910
Policy instance 1
Insurance contract or identification number428910
Number of Individuals Covered646
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,721
Total amount of fees paid to insurance companyUSD $3,620
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number428910
Policy instance 1
Insurance contract or identification number428910
Number of Individuals Covered753
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,544
Total amount of fees paid to insurance companyUSD $1,277
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $12,544
Amount paid for insurance broker fees1277
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameMESIROW FINANCIAL INC

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