401k Plan data: AUTO/MATE, INC. 401(K) PLAN plan

AUTO/MATE, INC. 401(K) PLAN 401k Plan overview

Plan Name	AUTO/MATE, INC. 401(K) PLAN
Plan identification number	002

AUTO/MATE, INC. 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

AUTO MATE, INC. has sponsored the creation of one or more 401k plans.

Company Name: AUTO MATE, INC.

Employer identification number (EIN): 203181656

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUTO/MATE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 CAROLE PLANT CAROLE PLANT 2018-08-15
002 2016-01-01 CAROLE PLANT CAROLE PLANT 2017-09-05
002 2015-01-01 CAROLE PLANT 2016-03-21 CAROLE PLANT 2016-03-21
002 2014-01-01 CAROLE PLANT 2015-04-14 CAROLE PLANT 2015-04-14
002 2013-01-01 CAROLE PLANT 2014-04-21 CAROLE PLANT 2014-04-21
002 2012-01-01 CAROLE PLANT 2013-06-06 CAROLE PLANT 2013-06-06
002 2011-01-01 CAROLE PLANT 2012-09-18 CAROLE PLANT 2012-09-18
002 2010-01-01 CAROLE PLANT 2011-07-12 CAROLE PLANT 2011-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	CAROLE PLANT		CAROLE PLANT	2018-08-15
002	2016-01-01	CAROLE PLANT		CAROLE PLANT	2017-09-05
002	2015-01-01	CAROLE PLANT	2016-03-21	CAROLE PLANT	2016-03-21
002	2014-01-01	CAROLE PLANT	2015-04-14	CAROLE PLANT	2015-04-14
002	2013-01-01	CAROLE PLANT	2014-04-21	CAROLE PLANT	2014-04-21
002	2012-01-01	CAROLE PLANT	2013-06-06	CAROLE PLANT	2013-06-06
002	2011-01-01	CAROLE PLANT	2012-09-18	CAROLE PLANT	2012-09-18
002	2010-01-01	CAROLE PLANT	2011-07-12	CAROLE PLANT	2011-07-12

Plan Statistics for AUTO/MATE, INC. 401(K) PLAN

401k plan membership statisitcs for AUTO/MATE, INC. 401(K) PLAN

Measure Date Value
2021: AUTO/MATE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
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 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AUTO/MATE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 218
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 39
Total of all active and inactive participants 2020-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 258
Number of participants with account balances 2020-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 21
2019: AUTO/MATE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 222
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 37
Total of all active and inactive participants 2019-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 259
Number of participants with account balances 2019-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: AUTO/MATE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 196
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 28
Total of all active and inactive participants 2018-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 224
Number of participants with account balances 2018-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 12
2017: AUTO/MATE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 174
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 21
Total of all active and inactive participants 2017-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 195
Number of participants with account balances 2017-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: AUTO/MATE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 164
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 13
Total of all active and inactive participants 2016-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 177
Number of participants with account balances 2016-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2

Measure	Date	Value
2021: AUTO/MATE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
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	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AUTO/MATE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	218
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	39
Total of all active and inactive participants	2020-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	258
Number of participants with account balances	2020-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	21
2019: AUTO/MATE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	222
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	37
Total of all active and inactive participants	2019-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	259
Number of participants with account balances	2019-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: AUTO/MATE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	196
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	28
Total of all active and inactive participants	2018-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	224
Number of participants with account balances	2018-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	12
2017: AUTO/MATE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	174
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	21
Total of all active and inactive participants	2017-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	195
Number of participants with account balances	2017-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: AUTO/MATE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	164
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	13
Total of all active and inactive participants	2016-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	177
Number of participants with account balances	2016-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2

Financial Data on AUTO/MATE, INC. 401(K) PLAN

Measure	Date	Value
2021 : AUTO/MATE, INC. 401(K) PLAN 2021 401k financial data
Total transfer of assets from this plan	2021-01-14	$14,516,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-14	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-14	$2,442
Total income from all sources (including contributions)	2021-01-14	$231,523
Total of all expenses incurred	2021-01-14	$-1,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-01-14	$0
Value of total assets at end of year	2021-01-14	$0
Value of total assets at beginning of year	2021-01-14	$14,285,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-01-14	$-1,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-01-14	No
Administrative expenses professional fees incurred	2021-01-14	$-1,874
Was this plan covered by a fidelity bond	2021-01-14	Yes
Value of fidelity bond cover	2021-01-14	$500,000
If this is an individual account plan, was there a blackout period	2021-01-14	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-14	$0
Were there any nonexempt tranactions with any party-in-interest	2021-01-14	No
Contributions received from participants	2021-01-14	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-01-14	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-01-14	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-01-14	$2,442
Other income not declared elsewhere	2021-01-14	$239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-01-14	No
Value of net income/loss	2021-01-14	$233,397
Value of net assets at end of year (total assets less liabilities)	2021-01-14	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-01-14	$14,282,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-01-14	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-01-14	No
Were any leases to which the plan was party in default or uncollectible	2021-01-14	No
Value of interest in pooled separate accounts at end of year	2021-01-14	$0
Value of interest in pooled separate accounts at beginning of year	2021-01-14	$13,066,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-01-14	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-01-14	$835,947
Net investment gain/loss from pooled separate accounts	2021-01-14	$231,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-01-14	No
Was there a failure to transmit to the plan any participant contributions	2021-01-14	No
Has the plan failed to provide any benefit when due under the plan	2021-01-14	No
Contributions received in cash from employer	2021-01-14	$0
Employer contributions (assets) at end of year	2021-01-14	$0
Employer contributions (assets) at beginning of year	2021-01-14	$383,178
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	2021-01-14	Yes
Did the plan have assets held for investment	2021-01-14	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	2021-01-14	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-01-14	Yes
Opinion of an independent qualified public accountant for this plan	2021-01-14	Disclaimer
Accountancy firm name	2021-01-14	BONADIO & CO. LLP
Accountancy firm EIN	2021-01-14	161131146
2020 : AUTO/MATE, INC. 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$3,629
Total income from all sources (including contributions)	2020-12-31	$3,415,369
Total of all expenses incurred	2020-12-31	$944,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$924,373
Value of total corrective distributions	2020-12-31	$9,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,508,638
Value of total assets at end of year	2020-12-31	$14,285,245
Value of total assets at beginning of year	2020-12-31	$11,815,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$9,252
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	$1,055,336
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$70,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$2,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$3,629
Other income not declared elsewhere	2020-12-31	$17,255
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	$2,470,536
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,282,803
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,812,267
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	$13,066,120
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$10,495,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$835,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$948,743
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,889,476
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	$383,178
Employer contributions (assets) at end of year	2020-12-31	$383,178
Employer contributions (assets) at beginning of year	2020-12-31	$371,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$924,373
Contract administrator fees	2020-12-31	$1,730
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	BONADIO & CO. LLP
Accountancy firm EIN	2020-12-31	161131146
2019 : AUTO/MATE, INC. 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,090
Total income from all sources (including contributions)	2019-12-31	$3,440,196
Total of all expenses incurred	2019-12-31	$267,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$227,072
Value of total corrective distributions	2019-12-31	$21,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,443,583
Value of total assets at end of year	2019-12-31	$11,815,896
Value of total assets at beginning of year	2019-12-31	$8,640,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$11,939
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	$930,763
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$45,034
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$141,382
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$3,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,090
Other income not declared elsewhere	2019-12-31	$20,080
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	$3,172,706
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,812,267
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,639,561
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	$10,495,715
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,413,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$948,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$874,725
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,976,533
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	$371,438
Employer contributions (assets) at end of year	2019-12-31	$371,438
Employer contributions (assets) at beginning of year	2019-12-31	$307,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$227,072
Contract administrator fees	2019-12-31	$6,516
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
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	BONADIO & CO. LLP
Accountancy firm EIN	2019-12-31	161131146
2018 : AUTO/MATE, INC. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$747
Total income from all sources (including contributions)	2018-12-31	$809,518
Total of all expenses incurred	2018-12-31	$136,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$119,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,418,957
Value of total assets at end of year	2018-12-31	$8,640,651
Value of total assets at beginning of year	2018-12-31	$7,966,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$16,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$8,993
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	$779,046
Participant contributions at end of year	2018-12-31	$45,034
Participant contributions at beginning of year	2018-12-31	$30,240
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$332,808
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$1,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$747
Other income not declared elsewhere	2018-12-31	$13,964
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	$673,449
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,639,561
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,966,112
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	$7,413,789
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,136,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$874,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$531,259
Net investment gain/loss from pooled separate accounts	2018-12-31	$-623,403
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	$307,103
Employer contributions (assets) at end of year	2018-12-31	$307,103
Employer contributions (assets) at beginning of year	2018-12-31	$268,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$119,872
Contract administrator fees	2018-12-31	$7,204
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	BONADIO & CO. LLP
Accountancy firm EIN	2018-12-31	161131146
2017 : AUTO/MATE, INC. 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$4,697
Total income from all sources (including contributions)	2017-12-31	$2,143,337
Total of all expenses incurred	2017-12-31	$606,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$597,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$951,582
Value of total assets at end of year	2017-12-31	$7,966,859
Value of total assets at beginning of year	2017-12-31	$6,433,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$5,050
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	$641,868
Participant contributions at end of year	2017-12-31	$30,240
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$41,067
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$4,697
Other income not declared elsewhere	2017-12-31	$7,322
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	$1,536,894
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,966,112
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,429,218
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	$7,136,588
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,997,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$531,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$218,582
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,184,433
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	No
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	$268,647
Employer contributions (assets) at end of year	2017-12-31	$268,647
Employer contributions (assets) at beginning of year	2017-12-31	$218,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$597,790
Contract administrator fees	2017-12-31	$3,603
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	BONADIO & CO. LLP
Accountancy firm EIN	2017-12-31	161131146
2016 : AUTO/MATE, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$4,697
Total income from all sources (including contributions)	2016-12-31	$1,195,278
Total of all expenses incurred	2016-12-31	$21,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$17,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$768,849
Value of total assets at end of year	2016-12-31	$6,433,915
Value of total assets at beginning of year	2016-12-31	$5,255,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,857
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
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	$495,863
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$54,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$4,697
Other income not declared elsewhere	2016-12-31	$6,150
Administrative expenses (other) incurred	2016-12-31	$4,857
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
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$1,173,380
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,429,218
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,255,838
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 pooled separate accounts at end of year	2016-12-31	$5,997,013
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,924,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$218,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$181,769
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$420,279
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	$218,693
Employer contributions (assets) at end of year	2016-12-31	$218,320
Employer contributions (assets) at beginning of year	2016-12-31	$149,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$17,041
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	BONADIO & CO. LLP
Accountancy firm EIN	2016-12-31	161131146

Form 5500 Responses for AUTO/MATE, INC. 401(K) PLAN

2021: AUTO/MATE, INC. 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	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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 - Trust	Yes
2020: AUTO/MATE, INC. 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: AUTO/MATE, INC. 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: AUTO/MATE, INC. 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: AUTO/MATE, INC. 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: AUTO/MATE, INC. 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 – 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

342503

Policy instance

Insurance contract or identification number	342503
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-01-14
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

342503

Policy instance

Insurance contract or identification number	342503
Number of Individuals Covered	216
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $30,005
Total amount of fees paid to insurance company	USD $6,038
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $30,005
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

342503

Policy instance

Insurance contract or identification number	342503
Number of Individuals Covered	216
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $25,068
Total amount of fees paid to insurance company	USD $5,074
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $25,068
Insurance broker organization code?	3
Amount paid for insurance broker fees	5074

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

Policy contract number

342503

Policy instance

Insurance contract or identification number	342503
Number of Individuals Covered	187
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $20,855
Total amount of fees paid to insurance company	USD $4,180
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,855
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

342503

Policy instance

Insurance contract or identification number	342503
Number of Individuals Covered	156
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $17,484
Total amount of fees paid to insurance company	USD $3,514
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,484
Insurance broker organization code?	3
Amount paid for insurance broker fees	3514
Insurance broker name	TEAL, BECKER & CHIARAMONTE CPAS PC

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Company Name:	AUTO MATE, INC.
Employer identification number (EIN):	203181656
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services