401k Plan data: JOHNSON AUTOMOTIVE 401(K) PLAN plan

JOHNSON AUTOMOTIVE 401(K) PLAN 401k Plan overview

Plan Name	JOHNSON AUTOMOTIVE 401(K) PLAN
Plan identification number	001

JOHNSON AUTOMOTIVE 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: JOHNSON AUTOMOTIVE

Employer identification number (EIN): 010650111

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON AUTOMOTIVE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOHN A. STARR
001 2016-01-01 JOHN A. STARR

Plan Statistics for JOHNSON AUTOMOTIVE 401(K) PLAN

401k plan membership statisitcs for JOHNSON AUTOMOTIVE 401(K) PLAN

Measure Date Value
2022: JOHNSON AUTOMOTIVE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 533
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 464
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 42
Total of all active and inactive participants 2022-01-01 510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 510
Number of participants with account balances 2022-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 16
2021: JOHNSON AUTOMOTIVE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 490
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 524
Number of participants with account balances 2021-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: JOHNSON AUTOMOTIVE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 263
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 296
Number of participants with account balances 2020-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: JOHNSON AUTOMOTIVE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 280
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 23
Total of all active and inactive participants 2019-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 308
Number of participants with account balances 2019-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: JOHNSON AUTOMOTIVE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 219
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 235
Number of participants with account balances 2018-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: JOHNSON AUTOMOTIVE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 250
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 277
Number of participants with account balances 2017-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: JOHNSON AUTOMOTIVE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 208
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 29
Total of all active and inactive participants 2016-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 237
Number of participants with account balances 2016-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4

Measure	Date	Value
2022: JOHNSON AUTOMOTIVE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	533
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	464
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	42
Total of all active and inactive participants	2022-01-01	510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	510
Number of participants with account balances	2022-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	16
2021: JOHNSON AUTOMOTIVE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	490
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	524
Number of participants with account balances	2021-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: JOHNSON AUTOMOTIVE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	263
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	296
Number of participants with account balances	2020-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: JOHNSON AUTOMOTIVE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	280
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	23
Total of all active and inactive participants	2019-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	308
Number of participants with account balances	2019-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: JOHNSON AUTOMOTIVE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	219
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	235
Number of participants with account balances	2018-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: JOHNSON AUTOMOTIVE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	250
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	277
Number of participants with account balances	2017-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: JOHNSON AUTOMOTIVE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	208
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	29
Total of all active and inactive participants	2016-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	237
Number of participants with account balances	2016-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4

Financial Data on JOHNSON AUTOMOTIVE 401(K) PLAN

Measure	Date	Value
2022 : JOHNSON AUTOMOTIVE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$181,858
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$339,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$136,836
Expenses. Certain deemed distributions of participant loans	2022-12-31	$15,726
Value of total corrective distributions	2022-12-31	$169,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,262,499
Value of total assets at end of year	2022-12-31	$7,454,362
Value of total assets at beginning of year	2022-12-31	$7,611,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$17,096
Total interest from all sources	2022-12-31	$5,804
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
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	$914,296
Participant contributions at end of year	2022-12-31	$167,964
Participant contributions at beginning of year	2022-12-31	$134,729
Participant contributions at end of year	2022-12-31	$10,526
Participant contributions at beginning of year	2022-12-31	$4,116
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$67,611
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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-157,199
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,454,362
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,611,561
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
Value of interest in pooled separate accounts at end of year	2022-12-31	$6,235,520
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,871,295
Interest on participant loans	2022-12-31	$5,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,017,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$591,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,086,445
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	Yes
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	$280,592
Employer contributions (assets) at end of year	2022-12-31	$23,153
Employer contributions (assets) at beginning of year	2022-12-31	$9,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$136,836
Contract administrator fees	2022-12-31	$17,096
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : JOHNSON AUTOMOTIVE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,983,558
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$606,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$584,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,170,930
Value of total assets at end of year	2021-12-31	$7,611,561
Value of total assets at beginning of year	2021-12-31	$6,234,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$22,167
Total interest from all sources	2021-12-31	$4,829
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
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	$816,546
Participant contributions at end of year	2021-12-31	$134,729
Participant contributions at beginning of year	2021-12-31	$83,000
Participant contributions at end of year	2021-12-31	$4,116
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$28,338
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
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$1,377,238
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,611,561
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,234,323
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
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,871,295
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,142,460
Interest on participant loans	2021-12-31	$4,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$591,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$8,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$807,799
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	Yes
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	$326,046
Employer contributions (assets) at end of year	2021-12-31	$9,623
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$584,153
Contract administrator fees	2021-12-31	$22,167
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : JOHNSON AUTOMOTIVE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,430,616
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$251,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$222,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$792,900
Value of total assets at end of year	2020-12-31	$6,234,323
Value of total assets at beginning of year	2020-12-31	$5,054,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$29,238
Total interest from all sources	2020-12-31	$1,801
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
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	No
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	$440,145
Participant contributions at end of year	2020-12-31	$83,000
Participant contributions at beginning of year	2020-12-31	$33,701
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$216,878
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	$1,179,375
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,234,323
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,054,948
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
Value of interest in pooled separate accounts at end of year	2020-12-31	$6,142,460
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,018,276
Interest on participant loans	2020-12-31	$1,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$8,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$635,915
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
Contributions received in cash from employer	2020-12-31	$135,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$222,003
Contract administrator fees	2020-12-31	$29,238
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : JOHNSON AUTOMOTIVE 401(K) PLAN 2019 401k financial data
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 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	$1,399,237
Total loss/gain on sale of assets	2019-12-31	$803,531
Total of all expenses incurred	2019-12-31	$269,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$245,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$593,423
Value of total assets at end of year	2019-12-31	$5,054,948
Value of total assets at beginning of year	2019-12-31	$3,925,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,836
Total interest from all sources	2019-12-31	$2,283
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
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
Contributions received from participants	2019-12-31	$444,370
Participant contributions at end of year	2019-12-31	$33,701
Participant contributions at beginning of year	2019-12-31	$37,578
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$32,025
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	$1,129,926
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,054,948
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,925,022
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,018,276
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,881,767
Interest on participant loans	2019-12-31	$2,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,677
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
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	$117,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$245,475
Contract administrator fees	2019-12-31	$23,836
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
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
Aggregate proceeds on sale of assets	2019-12-31	$803,531
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
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : JOHNSON AUTOMOTIVE 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	$266,097
Total loss/gain on sale of assets	2018-12-31	$-238,005
Total of all expenses incurred	2018-12-31	$267,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$249,747
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,700
Value of total corrective distributions	2018-12-31	$1,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$502,246
Value of total assets at end of year	2018-12-31	$3,925,022
Value of total assets at beginning of year	2018-12-31	$3,926,768
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,182
Total interest from all sources	2018-12-31	$1,856
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
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	$384,362
Participant contributions at end of year	2018-12-31	$37,578
Participant contributions at beginning of year	2018-12-31	$41,988
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	$-1,746
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,925,022
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,926,768
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 pooled separate accounts at end of year	2018-12-31	$3,881,767
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,756,341
Interest on participant loans	2018-12-31	$1,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$128,439
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	Yes
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	$117,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$249,747
Contract administrator fees	2018-12-31	$15,182
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
Aggregate proceeds on sale of assets	2018-12-31	$-238,005
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : JOHNSON AUTOMOTIVE 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	$926,155
Total loss/gain on sale of assets	2017-12-31	$497,002
Total of all expenses incurred	2017-12-31	$283,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$270,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$427,507
Value of total assets at end of year	2017-12-31	$3,926,768
Value of total assets at beginning of year	2017-12-31	$3,283,804
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$12,650
Total interest from all sources	2017-12-31	$1,646
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	$328,939
Participant contributions at end of year	2017-12-31	$41,988
Participant contributions at beginning of year	2017-12-31	$36,295
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$8,335
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	$642,964
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,926,768
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,283,804
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 pooled separate accounts at end of year	2017-12-31	$3,756,341
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,917,554
Interest on participant loans	2017-12-31	$1,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$128,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$329,955
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	$90,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$270,541
Contract administrator fees	2017-12-31	$12,650
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
Aggregate proceeds on sale of assets	2017-12-31	$497,002
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : JOHNSON AUTOMOTIVE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$2,807,407
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	$520,986
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$44,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$39,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$342,202
Value of total assets at end of year	2016-12-31	$3,283,804
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,831
Total interest from all sources	2016-12-31	$2,479
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$269,715
Participant contributions at end of year	2016-12-31	$36,295
Participant contributions at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$476,397
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,283,804
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
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
Investment advisory and management fees	2016-12-31	$4,831
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,917,554
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$1,089
Interest earned on other investments	2016-12-31	$1,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$329,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$176,305
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	Yes
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	$72,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$39,758
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	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749

Form 5500 Responses for JOHNSON AUTOMOTIVE 401(K) PLAN

2022: JOHNSON AUTOMOTIVE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
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: JOHNSON AUTOMOTIVE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
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: JOHNSON AUTOMOTIVE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHNSON AUTOMOTIVE 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHNSON AUTOMOTIVE 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHNSON AUTOMOTIVE 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHNSON AUTOMOTIVE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	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

601923-000

Policy instance

Insurance contract or identification number	601923-000
Number of Individuals Covered	174
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $24,460
Total amount of fees paid to insurance company	USD $6,371
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,460
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

601923-000

Policy instance

Insurance contract or identification number	601923-000
Number of Individuals Covered	163
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $24,102
Total amount of fees paid to insurance company	USD $6,300
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,102
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

601923-000

Policy instance

Insurance contract or identification number	601923-000
Number of Individuals Covered	120
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $15,824
Total amount of fees paid to insurance company	USD $4,699
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,774
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

601923-000

Policy instance

Insurance contract or identification number	601923-000
Number of Individuals Covered	128
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $14,206
Total amount of fees paid to insurance company	USD $4,071
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,206
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

601923-000

Policy instance

Insurance contract or identification number	601923-000
Number of Individuals Covered	101
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $12,561
Total amount of fees paid to insurance company	USD $3,620
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,561
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

601923-000

Policy instance

Insurance contract or identification number	601923-000
Number of Individuals Covered	115
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $9,604
Total amount of fees paid to insurance company	USD $3,180
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,604
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	MY BENEFITS, LLC

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Company Name:	JOHNSON AUTOMOTIVE
Employer identification number (EIN):	010650111
NAIC Classification:	441110
NAIC Description:	New Car Dealers