401k Plan data: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN plan

HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN
Plan identification number	001

HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

HENRY BROWN AUTO GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: HENRY BROWN AUTO GROUP, LLC

Employer identification number (EIN): 260624836

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENRY BROWN AUTO GROUP 401(K) RETIREMENT 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 AMY CARTER
001 2016-01-01 RUSS BRADSHAW

Plan Statistics for HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN

Measure Date Value
2022: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 145
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 27
Total of all active and inactive participants 2022-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 172
Number of participants with account balances 2022-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 151
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 20
Total of all active and inactive participants 2021-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 171
Number of participants with account balances 2021-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 156
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 42
Total of all active and inactive participants 2020-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 198
Number of participants with account balances 2020-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 210
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 34
Total of all active and inactive participants 2019-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 244
Number of participants with account balances 2019-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 203
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 30
Total of all active and inactive participants 2018-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 233
Number of participants with account balances 2018-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 185
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 33
Total of all active and inactive participants 2017-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 218
Number of participants with account balances 2017-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 182
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 29
Total of all active and inactive participants 2016-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 211
Number of participants with account balances 2016-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2

Measure	Date	Value
2022: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	145
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	27
Total of all active and inactive participants	2022-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	172
Number of participants with account balances	2022-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	151
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	20
Total of all active and inactive participants	2021-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	171
Number of participants with account balances	2021-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	156
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	42
Total of all active and inactive participants	2020-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	198
Number of participants with account balances	2020-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	210
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	34
Total of all active and inactive participants	2019-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	244
Number of participants with account balances	2019-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	203
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	30
Total of all active and inactive participants	2018-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	233
Number of participants with account balances	2018-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	185
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	33
Total of all active and inactive participants	2017-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	218
Number of participants with account balances	2017-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	182
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	29
Total of all active and inactive participants	2016-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	211
Number of participants with account balances	2016-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2

Financial Data on HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-196,114
Total of all expenses incurred	2022-12-31	$244,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$215,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$875,046
Value of total assets at end of year	2022-12-31	$5,715,873
Value of total assets at beginning of year	2022-12-31	$6,156,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$29,352
Total interest from all sources	2022-12-31	$10,357
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$176,622
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	$176,622
Administrative expenses professional fees incurred	2022-12-31	$7,718
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	$765,064
Participant contributions at end of year	2022-12-31	$77,938
Participant contributions at beginning of year	2022-12-31	$109,581
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$888
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	$-441,103
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,715,873
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,156,976
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	$21,634
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,199,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,771,260
Interest on participant loans	2022-12-31	$5,307
Interest earned on other investments	2022-12-31	$5,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$437,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$276,135
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,258,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$109,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$215,637
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	METZ & ASSOCIATES
Accountancy firm EIN	2022-12-31	464558541
2021 : HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,457,365
Total of all expenses incurred	2021-12-31	$303,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$230,958
Value of total corrective distributions	2021-12-31	$26,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$768,086
Value of total assets at end of year	2021-12-31	$6,156,976
Value of total assets at beginning of year	2021-12-31	$5,002,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$45,949
Total interest from all sources	2021-12-31	$16,076
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$206,635
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	$206,635
Administrative expenses professional fees incurred	2021-12-31	$29,086
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$590,086
Participant contributions at end of year	2021-12-31	$109,581
Participant contributions at beginning of year	2021-12-31	$101,844
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$98,915
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	$1,154,226
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,156,976
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,002,750
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	$16,863
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,771,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,634,162
Interest on participant loans	2021-12-31	$7,518
Interest earned on other investments	2021-12-31	$8,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$276,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$266,744
Net investment gain/loss from pooled separate accounts	2021-12-31	$466,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$79,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$230,958
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	METZ & ASSOCIATES
Accountancy firm EIN	2021-12-31	464558541
2020 : HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,200,733
Total of all expenses incurred	2020-12-31	$777,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$664,216
Value of total corrective distributions	2020-12-31	$90,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$620,268
Value of total assets at end of year	2020-12-31	$5,002,750
Value of total assets at beginning of year	2020-12-31	$4,579,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$23,026
Total interest from all sources	2020-12-31	$16,212
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$74,304
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	$74,304
Administrative expenses professional fees incurred	2020-12-31	$23,026
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$549,670
Participant contributions at end of year	2020-12-31	$101,844
Participant contributions at beginning of year	2020-12-31	$126,754
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$87
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	$423,422
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,002,750
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,579,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,634,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,107,017
Interest on participant loans	2020-12-31	$7,775
Interest earned on other investments	2020-12-31	$8,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$266,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$345,557
Net investment gain/loss from pooled separate accounts	2020-12-31	$489,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$70,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$664,216
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	DONALD M. KRETSCHMAR CPA, PLLC
Accountancy firm EIN	2020-12-31	273683067
2019 : HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,427,510
Total of all expenses incurred	2019-12-31	$355,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$283,956
Value of total corrective distributions	2019-12-31	$69,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$652,036
Value of total assets at end of year	2019-12-31	$4,579,328
Value of total assets at beginning of year	2019-12-31	$3,507,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,640
Total interest from all sources	2019-12-31	$15,917
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$320,573
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	$320,573
Administrative expenses professional fees incurred	2019-12-31	$2,640
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$130,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$520,952
Participant contributions at end of year	2019-12-31	$126,754
Participant contributions at beginning of year	2019-12-31	$92,094
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$51,573
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	$1,071,587
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,579,328
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,507,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,107,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,987,289
Interest on participant loans	2019-12-31	$6,039
Interest earned on other investments	2019-12-31	$9,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$345,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$428,358
Net investment gain/loss from pooled separate accounts	2019-12-31	$438,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$79,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$283,956
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DONALD M. KRETSCHMAR CPA, PLLC
Accountancy firm EIN	2019-12-31	273683067
2018 : HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$463,878
Total of all expenses incurred	2018-12-31	$804,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$738,704
Value of total corrective distributions	2018-12-31	$64,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$565,499
Value of total assets at end of year	2018-12-31	$3,507,741
Value of total assets at beginning of year	2018-12-31	$3,848,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,622
Total interest from all sources	2018-12-31	$16,726
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$334,484
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	$334,484
Administrative expenses professional fees incurred	2018-12-31	$1,622
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$130,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$484,376
Participant contributions at end of year	2018-12-31	$92,094
Participant contributions at beginning of year	2018-12-31	$77,035
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,127
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	$-340,916
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,507,741
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,848,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,987,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,331,823
Interest on participant loans	2018-12-31	$5,248
Interest earned on other investments	2018-12-31	$11,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$428,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$439,799
Net investment gain/loss from pooled separate accounts	2018-12-31	$-452,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$76,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$738,704
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	DONALD M. KRETSCHMAR CPA, PLLC
Accountancy firm EIN	2018-12-31	273683067
2017 : HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$97,996
Total income from all sources (including contributions)	2017-12-31	$1,063,812
Total of all expenses incurred	2017-12-31	$299,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$297,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$555,398
Value of total assets at end of year	2017-12-31	$3,848,657
Value of total assets at beginning of year	2017-12-31	$3,181,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,665
Total interest from all sources	2017-12-31	$16,134
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$222,747
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	$222,747
Administrative expenses professional fees incurred	2017-12-31	$1,665
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$130,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$475,897
Participant contributions at end of year	2017-12-31	$77,035
Participant contributions at beginning of year	2017-12-31	$69,977
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$8,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$97,996
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	$764,703
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,848,657
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,083,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,331,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,803,376
Interest on participant loans	2017-12-31	$4,364
Interest earned on other investments	2017-12-31	$11,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$439,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$308,597
Net investment gain/loss from pooled separate accounts	2017-12-31	$269,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$70,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$297,444
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	DONALD M. KRETSCHMAR CPA, LLC
Accountancy firm EIN	2017-12-31	273683067
2016 : HENRY BROWN AUTO GROUP 401(K) RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$97,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$85,257
Total income from all sources (including contributions)	2016-12-31	$687,652
Total of all expenses incurred	2016-12-31	$49,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$48,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$446,954
Value of total assets at end of year	2016-12-31	$3,181,950
Value of total assets at beginning of year	2016-12-31	$2,530,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,055
Total interest from all sources	2016-12-31	$12,211
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$150,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$150,006
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$130,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$376,223
Participant contributions at end of year	2016-12-31	$69,977
Participant contributions at beginning of year	2016-12-31	$42,265
Participant contributions at beginning of year	2016-12-31	$21,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$97,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$85,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$638,544
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,083,954
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,445,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,803,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,128,363
Interest on participant loans	2016-12-31	$2,395
Interest earned on other investments	2016-12-31	$9,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$308,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$336,097
Net investment gain/loss from pooled separate accounts	2016-12-31	$78,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$70,731
Employer contributions (assets) at beginning of year	2016-12-31	$2,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$48,053
Contract administrator fees	2016-12-31	$1,055
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DONALD M. KRETSCHMAR CPA, LLC
Accountancy firm EIN	2016-12-31	273693067