401k Plan data: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN plan

MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MOSS BROS. AUTO GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: MOSS BROS. AUTO GROUP, INC.

Employer identification number (EIN): 203424742

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING 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 2019-01-01
001 2018-01-01
001 2017-01-01 GLENN L. MOSS GLENN L. MOSS 2018-10-12
001 2017-01-01 GLENN L. MOSS GLENN L. MOSS 2018-10-12

Plan Statistics for MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 724
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 541
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 176
Total of all active and inactive participants 2022-01-01 717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 718
Number of participants with account balances 2022-01-01 597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 67
2021: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 697
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 550
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 165
Total of all active and inactive participants 2021-01-01 715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 716
Number of participants with account balances 2021-01-01 608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 25
2020: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 824
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 516
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 172
Total of all active and inactive participants 2020-01-01 688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 688
Number of participants with account balances 2020-01-01 597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 85
2019: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 781
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 520
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 304
Total of all active and inactive participants 2019-01-01 824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 824
Number of participants with account balances 2019-01-01 759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 761
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 571
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 199
Total of all active and inactive participants 2018-01-01 770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 770
Number of participants with account balances 2018-01-01 710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 91
2017: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 778
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 561
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 194
Total of all active and inactive participants 2017-01-01 755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 755
Number of participants with account balances 2017-01-01 732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 104

Measure	Date	Value
2022: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	724
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	541
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	176
Total of all active and inactive participants	2022-01-01	717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	718
Number of participants with account balances	2022-01-01	597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	67
2021: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	697
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	550
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	165
Total of all active and inactive participants	2021-01-01	715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	716
Number of participants with account balances	2021-01-01	608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	25
2020: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	824
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	516
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	172
Total of all active and inactive participants	2020-01-01	688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	688
Number of participants with account balances	2020-01-01	597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	85
2019: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	781
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	520
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	304
Total of all active and inactive participants	2019-01-01	824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	824
Number of participants with account balances	2019-01-01	759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	761
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	571
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	199
Total of all active and inactive participants	2018-01-01	770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	770
Number of participants with account balances	2018-01-01	710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	91
2017: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	778
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	561
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	194
Total of all active and inactive participants	2017-01-01	755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	755
Number of participants with account balances	2017-01-01	732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	104

Financial Data on MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING 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	$-174,694
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$762,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$648,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,803,973
Value of total assets at end of year	2022-12-31	$12,678,288
Value of total assets at beginning of year	2022-12-31	$13,615,685
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$113,755
Total interest from all sources	2022-12-31	$23,818
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$492,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$492,272
Administrative expenses professional fees incurred	2022-12-31	$61,262
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	$1,803,973
Participant contributions at end of year	2022-12-31	$484,387
Participant contributions at beginning of year	2022-12-31	$453,686
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$1,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$1,056
Other income not declared elsewhere	2022-12-31	$-338
Total non interest bearing cash at end of year	2022-12-31	$8,899
Total non interest bearing cash at beginning of year	2022-12-31	$2,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-937,397
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,678,288
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,615,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$52,493
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,938,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,972,587
Interest on participant loans	2022-12-31	$19,529
Value of interest in common/collective trusts at end of year	2022-12-31	$23,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$221,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$185,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$185,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$4,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,491,709
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,710
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$648,948
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	MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN	2022-12-31	680300457
2021 : MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING 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	$8,109
Total income from all sources (including contributions)	2021-12-31	$3,539,418
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,289,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,179,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,817,323
Value of total assets at end of year	2021-12-31	$13,615,685
Value of total assets at beginning of year	2021-12-31	$12,373,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$109,927
Total interest from all sources	2021-12-31	$18,322
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$471,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$471,761
Administrative expenses professional fees incurred	2021-12-31	$60,049
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	$1,817,323
Participant contributions at end of year	2021-12-31	$453,686
Participant contributions at beginning of year	2021-12-31	$398,104
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$1,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$1,551
Liabilities. Value of operating payables at beginning of year	2021-12-31	$8,109
Total non interest bearing cash at end of year	2021-12-31	$2,442
Total non interest bearing cash at beginning of year	2021-12-31	$22,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,250,214
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,615,685
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,365,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$49,878
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,972,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,313,814
Interest on participant loans	2021-12-31	$18,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$185,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$637,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$637,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,232,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,179,277
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	MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN	2021-12-31	680300457
2020 : MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING 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	$8,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$3,666
Total income from all sources (including contributions)	2020-12-31	$2,553,759
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,409,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,288,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,245,449
Value of total assets at end of year	2020-12-31	$12,373,580
Value of total assets at beginning of year	2020-12-31	$11,224,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$121,441
Total interest from all sources	2020-12-31	$18,601
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$337,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$337,983
Administrative expenses professional fees incurred	2020-12-31	$78,690
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	$1,245,449
Participant contributions at end of year	2020-12-31	$398,104
Participant contributions at beginning of year	2020-12-31	$500,317
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$1,551
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$2,093
Other income not declared elsewhere	2020-12-31	$-15
Liabilities. Value of operating payables at end of year	2020-12-31	$8,109
Liabilities. Value of operating payables at beginning of year	2020-12-31	$3,666
Total non interest bearing cash at end of year	2020-12-31	$22,265
Total non interest bearing cash at beginning of year	2020-12-31	$12,693
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	$1,144,261
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,365,471
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,221,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$42,751
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,313,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,458,946
Interest on participant loans	2020-12-31	$18,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$637,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$250,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$250,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$951,741
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,288,057
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	MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN	2020-12-31	680300457
2019 : MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING 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	$3,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,394
Total income from all sources (including contributions)	2019-12-31	$3,074,990
Total loss/gain on sale of assets	2019-12-31	$25,056
Total of all expenses incurred	2019-12-31	$1,678,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,570,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,116,342
Value of total assets at end of year	2019-12-31	$11,224,876
Value of total assets at beginning of year	2019-12-31	$9,826,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$107,451
Total interest from all sources	2019-12-31	$17,740
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$301,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$301,661
Administrative expenses professional fees incurred	2019-12-31	$66,193
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	$1,116,342
Participant contributions at end of year	2019-12-31	$500,317
Participant contributions at beginning of year	2019-12-31	$360,467
Participant contributions at beginning of year	2019-12-31	$9,415
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,093
Other income not declared elsewhere	2019-12-31	$-66
Liabilities. Value of operating payables at end of year	2019-12-31	$3,666
Liabilities. Value of operating payables at beginning of year	2019-12-31	$2,394
Total non interest bearing cash at end of year	2019-12-31	$12,693
Total non interest bearing cash at beginning of year	2019-12-31	$2,394
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	$1,396,793
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,221,210
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,824,417
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
Investment advisory and management fees	2019-12-31	$41,258
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,458,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,009,467
Interest on participant loans	2019-12-31	$17,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$250,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$445,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$445,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,614,257
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,570,746
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	$25,056
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	HALL & COMPANY
Accountancy firm EIN	2019-12-31	330941617
2018 : MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING 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	$2,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,513
Total income from all sources (including contributions)	2018-12-31	$730,803
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,186,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,070,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,278,904
Value of total assets at end of year	2018-12-31	$9,826,811
Value of total assets at beginning of year	2018-12-31	$10,281,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$115,318
Total interest from all sources	2018-12-31	$17,701
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$339,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$339,533
Administrative expenses professional fees incurred	2018-12-31	$73,510
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	$1,278,904
Participant contributions at end of year	2018-12-31	$360,467
Participant contributions at beginning of year	2018-12-31	$461,133
Participant contributions at end of year	2018-12-31	$9,415
Participant contributions at beginning of year	2018-12-31	$7,725
Liabilities. Value of operating payables at end of year	2018-12-31	$2,394
Liabilities. Value of operating payables at beginning of year	2018-12-31	$155
Total non interest bearing cash at end of year	2018-12-31	$2,394
Total non interest bearing cash at beginning of year	2018-12-31	$1,513
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	$-455,443
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,824,417
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,279,860
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
Investment advisory and management fees	2018-12-31	$41,808
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,009,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,811,002
Interest on participant loans	2018-12-31	$17,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$445,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-905,335
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,070,928
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$1,358
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	HALL & COMPANY
Accountancy firm EIN	2018-12-31	330941617
2017 : MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING 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	$1,513
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	$2,839,240
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$811,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$768,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,533,666
Value of total assets at end of year	2017-12-31	$10,281,373
Value of total assets at beginning of year	2017-12-31	$8,251,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$42,801
Total interest from all sources	2017-12-31	$15,405
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$235,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$235,261
Administrative expenses professional fees incurred	2017-12-31	$33,073
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	Yes
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	$1,461,261
Participant contributions at end of year	2017-12-31	$461,133
Participant contributions at beginning of year	2017-12-31	$305,277
Participant contributions at end of year	2017-12-31	$7,725
Participant contributions at beginning of year	2017-12-31	$21
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$6,737
Liabilities. Value of operating payables at end of year	2017-12-31	$155
Total non interest bearing cash at end of year	2017-12-31	$1,513
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	$2,027,904
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,279,860
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,251,956
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
Investment advisory and management fees	2017-12-31	$1,308
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,811,002
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$7,288,838
Interest on participant loans	2017-12-31	$15,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$657,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$115,528
Net investment gain/loss from pooled separate accounts	2017-12-31	$939,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
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	$65,668
Employer contributions (assets) at beginning of year	2017-12-31	$4
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$768,535
Contract administrator fees	2017-12-31	$8,420
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	2017-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$1,358
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	HALL & COMPANY
Accountancy firm EIN	2017-12-31	330941617

Form 5500 Responses for MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN

2022: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

807339-000

Policy instance

Insurance contract or identification number	807339-000
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,928
Total amount of fees paid to insurance company	USD $16,340
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
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 $7,928
Insurance broker organization code?	3
Amount paid for insurance broker fees	16340
Additional information about fees paid to insurance broker	FEES
Insurance broker name	CAMPBELL ALBRECHT

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Company Name:	MOSS BROS. AUTO GROUP, INC.
Employer identification number (EIN):	203424742
NAIC Classification:	441110
NAIC Description:	New Car Dealers