401k Plan data: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN plan

SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 401k Plan overview

Plan Name	SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN
Plan identification number	001

SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

SOUTH BAY FORD has sponsored the creation of one or more 401k plans.

Company Name: SOUTH BAY FORD

Employer identification number (EIN): 954451497

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LISA ORTEGA
001 2016-01-01 LISA ORTEGA
001 2015-01-01 DAYNA PEPOY GARY PREMEAUX 2016-10-13
001 2014-01-01 DAYNA PEPOY GARY PREMEAUX 2015-10-14
001 2013-01-01 DAYNA PEPOY
001 2012-01-01 DAYNA PEPOY
001 2011-01-01 BETH GREEN
001 2010-01-01 BETH GREEN
001 2009-01-01 GARY PREMEAUX

Plan Statistics for SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN

401k plan membership statisitcs for SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN

Measure Date Value
2023: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 179
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 36
Total of all active and inactive participants 2023-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 215
Number of participants with account balances 2023-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 10
2022: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 177
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 34
Total of all active and inactive participants 2022-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 211
Number of participants with account balances 2022-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 176
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 143
Total of all active and inactive participants 2021-01-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 319
Number of participants with account balances 2021-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 173
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 37
Total of all active and inactive participants 2020-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 210
Number of participants with account balances 2020-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 18
2019: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 396
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 200
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 203
Total of all active and inactive participants 2019-01-01 403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 403
Number of participants with account balances 2019-01-01 377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 20
2018: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 202
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 188
Total of all active and inactive participants 2018-01-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 390
Number of participants with account balances 2018-01-01 357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 367
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 186
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 175
Total of all active and inactive participants 2017-01-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 361
Number of participants with account balances 2017-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 193
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 165
Total of all active and inactive participants 2016-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 358
Number of participants with account balances 2016-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 152
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 134
Total of all active and inactive participants 2015-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 286
Number of participants with account balances 2015-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 151
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 129
Total of all active and inactive participants 2014-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 280
Number of participants with account balances 2014-01-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 165
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 123
Total of all active and inactive participants 2013-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 288
Number of participants with account balances 2013-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 163
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 123
Total of all active and inactive participants 2012-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 286
Number of participants with account balances 2012-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 170
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 114
Total of all active and inactive participants 2011-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 284
Number of participants with account balances 2011-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10
2010: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 174
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 88
Total of all active and inactive participants 2010-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 263
Number of participants with account balances 2010-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 171
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 83
Total of all active and inactive participants 2009-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 254
Number of participants with account balances 2009-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	179
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	36
Total of all active and inactive participants	2023-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	215
Number of participants with account balances	2023-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	10
2022: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	177
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	34
Total of all active and inactive participants	2022-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	211
Number of participants with account balances	2022-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	176
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	143
Total of all active and inactive participants	2021-01-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	319
Number of participants with account balances	2021-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	173
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	37
Total of all active and inactive participants	2020-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	210
Number of participants with account balances	2020-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	18
2019: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	396
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	200
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	203
Total of all active and inactive participants	2019-01-01	403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	403
Number of participants with account balances	2019-01-01	377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	20
2018: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	202
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	188
Total of all active and inactive participants	2018-01-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	390
Number of participants with account balances	2018-01-01	357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	367
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	186
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	175
Total of all active and inactive participants	2017-01-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	361
Number of participants with account balances	2017-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	193
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	165
Total of all active and inactive participants	2016-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	358
Number of participants with account balances	2016-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	152
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	134
Total of all active and inactive participants	2015-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	286
Number of participants with account balances	2015-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	151
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	129
Total of all active and inactive participants	2014-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	280
Number of participants with account balances	2014-01-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	165
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	123
Total of all active and inactive participants	2013-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	288
Number of participants with account balances	2013-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	163
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	123
Total of all active and inactive participants	2012-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	286
Number of participants with account balances	2012-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	170
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	114
Total of all active and inactive participants	2011-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	284
Number of participants with account balances	2011-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10
2010: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	174
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	88
Total of all active and inactive participants	2010-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	263
Number of participants with account balances	2010-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	171
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	83
Total of all active and inactive participants	2009-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	254
Number of participants with account balances	2009-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN

Measure	Date	Value
2023 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$2,109,892
Total of all expenses incurred	2023-12-31	$141,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$104,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$975,294
Value of total assets at end of year	2023-12-31	$8,985,171
Value of total assets at beginning of year	2023-12-31	$7,017,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$37,048
Total interest from all sources	2023-12-31	$33,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$697,129
Participant contributions at end of year	2023-12-31	$315,997
Participant contributions at beginning of year	2023-12-31	$196,415
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$138
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$128,303
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,967,945
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$8,985,171
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$7,017,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$18,945
Value of interest in pooled separate accounts at end of year	2023-12-31	$7,205,189
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$5,428,505
Interest on participant loans	2023-12-31	$16,405
Interest earned on other investments	2023-12-31	$16,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$1,463,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$1,391,835
Net investment gain/loss from pooled separate accounts	2023-12-31	$1,101,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$149,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$104,899
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	ROGERS CLEM & COMPANY
Accountancy firm EIN	2023-12-31	952694521
2022 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-488,798
Total of all expenses incurred	2022-12-31	$514,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$475,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$720,053
Value of total assets at end of year	2022-12-31	$7,017,226
Value of total assets at beginning of year	2022-12-31	$8,020,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$38,271
Total interest from all sources	2022-12-31	$21,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$569,707
Participant contributions at end of year	2022-12-31	$196,415
Participant contributions at beginning of year	2022-12-31	$229,470
Participant contributions at end of year	2022-12-31	$138
Participant contributions at beginning of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$391
Administrative expenses (other) incurred	2022-12-31	$20,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,002,992
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,017,226
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,020,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$17,599
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,428,505
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,354,064
Interest on participant loans	2022-12-31	$10,407
Interest earned on other investments	2022-12-31	$11,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,391,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,436,293
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,230,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$150,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$475,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ROGERS CLEM & COMPANY
Accountancy firm EIN	2022-12-31	952694521
2021 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,402,130
Total of all expenses incurred	2021-12-31	$239,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$205,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$710,002
Value of total assets at end of year	2021-12-31	$8,020,218
Value of total assets at beginning of year	2021-12-31	$6,857,320
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$33,522
Total interest from all sources	2021-12-31	$21,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$532,240
Participant contributions at end of year	2021-12-31	$229,470
Participant contributions at beginning of year	2021-12-31	$201,282
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$77,762
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$15,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,162,898
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,020,218
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,857,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$18,120
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,354,064
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,379,235
Interest on participant loans	2021-12-31	$11,090
Interest earned on other investments	2021-12-31	$9,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,436,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,276,803
Net investment gain/loss from pooled separate accounts	2021-12-31	$671,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$205,710
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ROGERS CLEM & COMPANY
Accountancy firm EIN	2021-12-31	952694521
2020 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,371,358
Total of all expenses incurred	2020-12-31	$585,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$557,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$423,461
Value of total assets at end of year	2020-12-31	$6,857,320
Value of total assets at beginning of year	2020-12-31	$6,071,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,861
Total interest from all sources	2020-12-31	$20,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$423,461
Participant contributions at end of year	2020-12-31	$201,282
Participant contributions at beginning of year	2020-12-31	$195,749
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$15,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$785,967
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,857,320
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,071,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$12,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,465,704
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,379,235
Interest on participant loans	2020-12-31	$10,811
Interest earned on other investments	2020-12-31	$9,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,309,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,309,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,276,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$101
Net investment gain/loss from pooled separate accounts	2020-12-31	$927,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Employer contributions (assets) at beginning of year	2020-12-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$557,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ROGERS CLEM & COMPANY
Accountancy firm EIN	2020-12-31	952694521
2019 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,363,256
Total income from all sources (including contributions)	2019-12-31	$1,363,256
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$446,926
Total of all expenses incurred	2019-12-31	$446,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$443,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$443,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$556,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$556,044
Value of total assets at end of year	2019-12-31	$6,071,353
Value of total assets at end of year	2019-12-31	$6,071,353
Value of total assets at beginning of year	2019-12-31	$5,155,023
Value of total assets at beginning of year	2019-12-31	$5,155,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,585
Total interest from all sources	2019-12-31	$19,589
Total interest from all sources	2019-12-31	$19,589
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$81,037
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$81,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$81,037
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$81,037
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$456,044
Contributions received from participants	2019-12-31	$456,044
Participant contributions at end of year	2019-12-31	$195,749
Participant contributions at end of year	2019-12-31	$195,749
Participant contributions at beginning of year	2019-12-31	$131,261
Participant contributions at beginning of year	2019-12-31	$131,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$916,330
Value of net income/loss	2019-12-31	$916,330
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,071,353
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,071,353
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,155,023
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,155,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,465,704
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,465,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,124,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,124,354
Interest on participant loans	2019-12-31	$12,229
Interest on participant loans	2019-12-31	$12,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,309,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,309,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$799,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$799,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$799,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$799,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$7,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$7,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$706,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$706,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$100,000
Contributions received in cash from employer	2019-12-31	$100,000
Employer contributions (assets) at end of year	2019-12-31	$100,000
Employer contributions (assets) at end of year	2019-12-31	$100,000
Employer contributions (assets) at beginning of year	2019-12-31	$100,000
Employer contributions (assets) at beginning of year	2019-12-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$443,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$443,341
Contract administrator fees	2019-12-31	$3,585
Contract administrator fees	2019-12-31	$3,585
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ROGERS CLEM & COMPANY
Accountancy firm name	2019-12-31	ROGERS CLEM & COMPANY
Accountancy firm EIN	2019-12-31	952694521
Accountancy firm EIN	2019-12-31	952694521
2018 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$330,526
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$460,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$458,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$583,711
Value of total assets at end of year	2018-12-31	$5,155,023
Value of total assets at beginning of year	2018-12-31	$5,285,288
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,130
Total interest from all sources	2018-12-31	$15,031
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$63,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$63,765
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$478,698
Participant contributions at end of year	2018-12-31	$131,261
Participant contributions at beginning of year	2018-12-31	$105,096
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-130,265
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,155,023
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,285,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,124,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,304,332
Interest on participant loans	2018-12-31	$5,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$799,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$775,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$775,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$9,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-331,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$100,000
Employer contributions (assets) at end of year	2018-12-31	$100,000
Employer contributions (assets) at beginning of year	2018-12-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$458,661
Contract administrator fees	2018-12-31	$2,130
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ROGERS CLEM & COMPANY
Accountancy firm EIN	2018-12-31	952694521
2017 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,177,436
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$525,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$522,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$558,336
Value of total assets at end of year	2017-12-31	$5,285,288
Value of total assets at beginning of year	2017-12-31	$4,633,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,430
Total interest from all sources	2017-12-31	$6,561
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$52,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$52,823
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$456,086
Participant contributions at end of year	2017-12-31	$105,096
Participant contributions at beginning of year	2017-12-31	$116,735
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$62
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$652,147
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,285,288
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,633,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,304,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,435,167
Interest on participant loans	2017-12-31	$4,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$775,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$899,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$899,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$559,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$100,000
Employer contributions (assets) at end of year	2017-12-31	$100,000
Employer contributions (assets) at beginning of year	2017-12-31	$181,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$522,859
Contract administrator fees	2017-12-31	$2,430
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ROGERS CLEM & COMPANY
Accountancy firm EIN	2017-12-31	952694521
2016 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$814,858
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$288,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$286,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$550,091
Value of total assets at end of year	2016-12-31	$4,633,141
Value of total assets at beginning of year	2016-12-31	$4,107,175
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,295
Total interest from all sources	2016-12-31	$1,121
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$45,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$45,596
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$365,907
Participant contributions at end of year	2016-12-31	$116,735
Participant contributions at beginning of year	2016-12-31	$150,368
Participant contributions at end of year	2016-12-31	$62
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$525,966
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,633,141
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,107,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,435,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,975,479
Interest on participant loans	2016-12-31	$850
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$899,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$781,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$781,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$271
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$218,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$184,184
Employer contributions (assets) at end of year	2016-12-31	$181,600
Employer contributions (assets) at beginning of year	2016-12-31	$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$286,597
Contract administrator fees	2016-12-31	$2,295
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Qualified
Accountancy firm name	2016-12-31	ROGERS CLEMS
Accountancy firm EIN	2016-12-31	952694521
2015 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$641,154
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$191,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$182,597
Value of total corrective distributions	2015-12-31	$7,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$663,240
Value of total assets at end of year	2015-12-31	$4,107,175
Value of total assets at beginning of year	2015-12-31	$3,657,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,085
Total interest from all sources	2015-12-31	$9,215
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$37,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$37,961
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$363,240
Participant contributions at end of year	2015-12-31	$150,368
Participant contributions at beginning of year	2015-12-31	$89,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$449,252
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,107,175
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,657,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,975,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,857,190
Interest on participant loans	2015-12-31	$9,005
Income. Interest from loans (other than to participants)	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$781,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$711,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$711,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$210
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-69,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$300,000
Employer contributions (assets) at end of year	2015-12-31	$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$182,597
Contract administrator fees	2015-12-31	$2,085
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Adverse
Accountancy firm name	2015-12-31	ROGERS CLEMS
Accountancy firm EIN	2015-12-31	952694521
2014 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$424,069
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$247,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$233,860
Value of total corrective distributions	2014-12-31	$12,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$304,551
Value of total assets at end of year	2014-12-31	$3,657,923
Value of total assets at beginning of year	2014-12-31	$3,481,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,440
Total interest from all sources	2014-12-31	$4,008
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$42,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$42,934
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$304,551
Participant contributions at end of year	2014-12-31	$89,595
Participant contributions at beginning of year	2014-12-31	$106,652
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$9,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$176,703
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,657,923
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,481,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,857,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,632,362
Interest on participant loans	2014-12-31	$3,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$711,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$632,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$632,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$72,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$0
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$233,860
Contract administrator fees	2014-12-31	$1,440
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Adverse
Accountancy firm name	2014-12-31	ROGERS CLEMS
Accountancy firm EIN	2014-12-31	952694521
2013 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$774,652
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$239,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$235,228
Value of total corrective distributions	2013-12-31	$2,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$312,310
Value of total assets at end of year	2013-12-31	$3,481,220
Value of total assets at beginning of year	2013-12-31	$2,945,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,920
Total interest from all sources	2013-12-31	$2,890
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$26,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$26,663
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$211,191
Participant contributions at end of year	2013-12-31	$106,652
Participant contributions at beginning of year	2013-12-31	$133,321
Participant contributions at end of year	2013-12-31	$9,870
Participant contributions at beginning of year	2013-12-31	$16,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$535,256
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,481,220
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,945,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,632,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,037,920
Interest on participant loans	2013-12-31	$2,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$632,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$657,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$657,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$432,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$101,119
Employer contributions (assets) at end of year	2013-12-31	$100,000
Employer contributions (assets) at beginning of year	2013-12-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$235,228
Contract administrator fees	2013-12-31	$1,920
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ROGERS CLEMS
Accountancy firm EIN	2013-12-31	952694521
2012 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$545,710
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$373,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$371,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$281,629
Value of total assets at end of year	2012-12-31	$2,945,964
Value of total assets at beginning of year	2012-12-31	$2,774,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,160
Total interest from all sources	2012-12-31	$5,925
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$32,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$32,414
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$167,212
Participant contributions at end of year	2012-12-31	$133,321
Participant contributions at beginning of year	2012-12-31	$112,475
Participant contributions at end of year	2012-12-31	$16,753
Participant contributions at beginning of year	2012-12-31	$5,132
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$14,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$171,933
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,945,964
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,774,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,037,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,901,526
Interest on participant loans	2012-12-31	$5,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$657,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$704,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$704,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$225,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$100,000
Employer contributions (assets) at end of year	2012-12-31	$100,000
Employer contributions (assets) at beginning of year	2012-12-31	$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$371,617
Contract administrator fees	2012-12-31	$2,160
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Qualified
Accountancy firm name	2012-12-31	ROGERS, CLEM & COMPANY
Accountancy firm EIN	2012-12-31	952694521
2011 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$190,141
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$396,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$393,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$210,039
Value of total assets at end of year	2011-12-31	$2,774,031
Value of total assets at beginning of year	2011-12-31	$2,979,902
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,390
Total interest from all sources	2011-12-31	$3,596
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$31,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$31,193
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$146,187
Participant contributions at end of year	2011-12-31	$112,475
Participant contributions at beginning of year	2011-12-31	$106,328
Participant contributions at end of year	2011-12-31	$5,132
Participant contributions at beginning of year	2011-12-31	$4,500
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$13,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-205,871
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,774,031
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,979,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,901,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,071,938
Interest on participant loans	2011-12-31	$3,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$704,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$697,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$697,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-54,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$50,000
Employer contributions (assets) at end of year	2011-12-31	$50,000
Employer contributions (assets) at beginning of year	2011-12-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$393,622
Contract administrator fees	2011-12-31	$2,390
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ROGERS CLEM & COMPANY
Accountancy firm EIN	2011-12-31	952694521
2010 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$489,988
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$343,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$320,704
Expenses. Certain deemed distributions of participant loans	2010-12-31	$21,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$272,431
Value of total assets at end of year	2010-12-31	$2,979,902
Value of total assets at beginning of year	2010-12-31	$2,833,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,615
Total interest from all sources	2010-12-31	$4,714
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$34,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$34,126
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$172,431
Participant contributions at end of year	2010-12-31	$106,328
Participant contributions at beginning of year	2010-12-31	$119,510
Participant contributions at end of year	2010-12-31	$4,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$146,396
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,979,902
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,833,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,071,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,039,085
Interest on participant loans	2010-12-31	$4,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$697,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$674,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$674,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$178,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$100,000
Employer contributions (assets) at end of year	2010-12-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$320,704
Contract administrator fees	2010-12-31	$1,615
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ROGERS CLEMS
Accountancy firm EIN	2010-12-31	952694521
2009 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN

2023: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602339

Policy instance

Insurance contract or identification number	602339
Number of Individuals Covered	204
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602339

Policy instance

Insurance contract or identification number	602339
Number of Individuals Covered	199
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602339

Policy instance

Insurance contract or identification number	602339
Number of Individuals Covered	297
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602339

Policy instance

Insurance contract or identification number	602339
Number of Individuals Covered	201
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

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Company Name:	SOUTH BAY FORD
Employer identification number (EIN):	954451497
NAIC Classification:	441110
NAIC Description:	New Car Dealers