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FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 401k Plan overview

Plan NameFREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S
Plan identification number 001

FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

FREDERICK CHEVROLET-CADILLAC, INC. has sponsored the creation of one or more 401k plans.

Company Name:FREDERICK CHEVROLET-CADILLAC, INC.
Employer identification number (EIN):232276087
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA MOYER2024-07-24
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KRISTEN MARSHALL KRISTEN MARSHALL2018-10-08
0012016-01-01KRISTEN MARSHALL KRISTEN MARSHALL2017-09-01
0012015-01-01KRISTEN MARSHALL KRISTEN MARSHALL2016-07-14
0012014-01-01KRISTEN MARSHALL KRISTEN MARSHALL2015-08-21
0012013-01-01KRISTEN MARSHALL
0012012-01-01KRISTEN MARSHALL
0012009-01-01KRISTEN MARSHALL
0012009-01-01KRISTEN MARSHALL

Plan Statistics for FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S

401k plan membership statisitcs for FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S

Measure Date Value
2017: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2017 401k membership
Total participants, beginning-of-year2017-01-01101
Total number of active participants reported on line 7a of the Form 55002017-01-0182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0191
Number of participants with account balances2017-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2016 401k membership
Total participants, beginning-of-year2016-01-01112
Total number of active participants reported on line 7a of the Form 55002016-01-0187
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01104
Number of participants with account balances2016-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2015 401k membership
Total participants, beginning-of-year2015-01-01109
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01103
Number of participants with account balances2015-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2014 401k membership
Total participants, beginning-of-year2014-01-01119
Total number of active participants reported on line 7a of the Form 55002014-01-0198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01106
Number of participants with account balances2014-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2013 401k membership
Total participants, beginning-of-year2013-01-01148
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01155
Number of participants with account balances2013-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2012 401k membership
Total participants, beginning-of-year2012-01-01130
Total number of active participants reported on line 7a of the Form 55002012-01-01123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01148
Number of participants with account balances2012-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2009: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2009 401k membership
Total participants, beginning-of-year2009-01-01136
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01137
Number of participants with account balances2009-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S

Measure Date Value
2017 : FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,001,196
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,199,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,195,415
Expenses. Certain deemed distributions of participant loans2017-12-31$1,328
Value of total corrective distributions2017-12-31$527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$231,157
Value of total assets at end of year2017-12-31$4,657,399
Value of total assets at beginning of year2017-12-31$4,855,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,035
Total interest from all sources2017-12-31$4,667
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,387
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$159,427
Participant contributions at end of year2017-12-31$110,653
Participant contributions at beginning of year2017-12-31$57,412
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$71,730
Other income not declared elsewhere2017-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-198,109
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,657,399
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,855,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,308,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,024,009
Interest on participant loans2017-12-31$4,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$238,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$774,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$762,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,195,415
Contract administrator fees2017-12-31$2,035
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STANILLA, SIEGEL AND MASER LLC
Accountancy firm EIN2017-12-31461196981
2016 : FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$509,580
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$392,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$389,943
Value of total corrective distributions2016-12-31$240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$157,922
Value of total assets at end of year2016-12-31$4,855,508
Value of total assets at beginning of year2016-12-31$4,738,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,958
Total interest from all sources2016-12-31$2,698
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$157,922
Participant contributions at end of year2016-12-31$57,412
Participant contributions at beginning of year2016-12-31$38,593
Other income not declared elsewhere2016-12-31$582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$117,439
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,855,508
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,738,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,024,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,548,265
Interest on participant loans2016-12-31$2,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$774,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$151,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$348,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31Yes
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$389,943
Contract administrator fees2016-12-31$1,958
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STANILLA, SIEGEL & MASER LLC
Accountancy firm EIN2016-12-31461196981
2015 : FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$169,276
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$148,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$145,766
Value of total corrective distributions2015-12-31$1,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$196,406
Value of total assets at end of year2015-12-31$4,738,069
Value of total assets at beginning of year2015-12-31$4,716,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$750
Total interest from all sources2015-12-31$3,411
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$184,762
Participant contributions at end of year2015-12-31$38,593
Participant contributions at beginning of year2015-12-31$52,426
Other income not declared elsewhere2015-12-31$696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$21,214
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,738,069
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,716,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,548,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,543,599
Interest on participant loans2015-12-31$3,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$151,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$120,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-31,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$145,766
Contract administrator fees2015-12-31$750
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STANILLA, SIEGEL & MASER LLC
Accountancy firm EIN2015-12-31461196981
2014 : FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$639,158
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$682,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$680,397
Value of total corrective distributions2014-12-31$1,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$220,012
Value of total assets at end of year2014-12-31$4,716,855
Value of total assets at beginning of year2014-12-31$4,759,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$615
Total interest from all sources2014-12-31$4,879
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$199,156
Participant contributions at end of year2014-12-31$52,426
Participant contributions at beginning of year2014-12-31$69,473
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-42,898
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,716,855
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,759,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$615
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,543,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,836,776
Interest on participant loans2014-12-31$4,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$120,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$853,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$414,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$19,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$680,397
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STANILLA, SIEGEL & MASER LLC
Accountancy firm EIN2014-12-31461196981
2013 : FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,162,120
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$257,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$250,017
Value of total corrective distributions2013-12-31$5,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$199,073
Value of total assets at end of year2013-12-31$4,759,753
Value of total assets at beginning of year2013-12-31$3,855,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,762
Total interest from all sources2013-12-31$4,482
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$43,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$43,350
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$179,612
Participant contributions at end of year2013-12-31$69,473
Participant contributions at beginning of year2013-12-31$49,814
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$904,401
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,759,753
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,855,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,836,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,582,707
Interest on participant loans2013-12-31$4,482
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$222,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$853,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$913,552
Net investment gain or loss from common/collective trusts2013-12-31$1,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$17,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$250,017
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STANILLA, SIEGEL & MASER LLC
Accountancy firm EIN2013-12-31461196981
2012 : FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$635,331
Total of all expenses incurred2012-12-31$199,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$196,176
Value of total corrective distributions2012-12-31$2,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$199,249
Value of total assets at end of year2012-12-31$3,855,352
Value of total assets at beginning of year2012-12-31$3,419,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$388
Total interest from all sources2012-12-31$3,306
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$66,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$66,790
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$180,792
Participant contributions at end of year2012-12-31$49,814
Participant contributions at beginning of year2012-12-31$54,183
Administrative expenses (other) incurred2012-12-31$388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$435,834
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,855,352
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,419,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,582,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,198,909
Interest on participant loans2012-12-31$3,306
Value of interest in common/collective trusts at end of year2012-12-31$222,831
Value of interest in common/collective trusts at beginning of year2012-12-31$166,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$361,704
Net investment gain or loss from common/collective trusts2012-12-31$4,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$18,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$196,176
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STANILLA,SIEGEL & MASER LLC
Accountancy firm EIN2012-12-31461196981
2010 : FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$708,183
Total of all expenses incurred2010-12-31$327,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$314,631
Value of total corrective distributions2010-12-31$12,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$181,473
Value of total assets at end of year2010-12-31$3,392,277
Value of total assets at beginning of year2010-12-31$3,011,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$315
Total interest from all sources2010-12-31$7,538
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$39,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$39,718
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$163,811
Participant contributions at end of year2010-12-31$106,304
Participant contributions at beginning of year2010-12-31$100,510
Administrative expenses (other) incurred2010-12-31$315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$380,954
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,392,277
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,011,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,136,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,758,189
Interest on participant loans2010-12-31$7,538
Value of interest in common/collective trusts at end of year2010-12-31$149,218
Value of interest in common/collective trusts at beginning of year2010-12-31$152,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$474,317
Net investment gain or loss from common/collective trusts2010-12-31$5,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$17,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$314,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STANILLA SIEGEL & MASER
Accountancy firm EIN2010-12-31232081227
2009 : FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S

2017: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: FREDERICK CHEVROLET-CADILLAC, INC. 401(K) PROFIT S 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810168
Policy instance 1
Insurance contract or identification number810168
Number of Individuals Covered50
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,527
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $11,527
Insurance broker organization code?4
Insurance broker nameBCG SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810168
Policy instance 1
Insurance contract or identification number810168
Number of Individuals Covered51
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,035
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $12,035
Insurance broker organization code?4
Insurance broker nameBCG SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810168
Policy instance 1
Insurance contract or identification number810168
Number of Individuals Covered55
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,063
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,063
Insurance broker organization code?4
Insurance broker nameBCG SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810168
Policy instance 1
Insurance contract or identification number810168
Number of Individuals Covered60
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $45,597
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $45,597
Insurance broker organization code?4
Insurance broker nameBCG SECURITIES, INC.

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