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LORENZO BOMNIN CHEVROLET 401K PLAN 401k Plan overview

Plan NameLORENZO BOMNIN CHEVROLET 401K PLAN
Plan identification number 001

LORENZO BOMNIN CHEVROLET 401K PLAN 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.
  • Plan covering Self-Employed individuals.
  • 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

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

Company Name:DADELAND AUTOMOTIVE LLC
Employer identification number (EIN):272144509
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LORENZO BOMNIN CHEVROLET 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01YANISLEY BOMNIN2022-10-13
0012020-01-01YANISLEY BOMNIN2021-10-04
0012019-01-01ARNALDO BOMNIN2020-09-29
0012018-01-01
0012017-01-01
0012016-01-01CAROL ALDRICH2017-05-18
0012015-01-01JENNY CHRISTIANSON2016-07-20
0012014-01-01KATIE OBREMSKI2015-07-21
0012013-01-01ROSE RAJKOWSKI2014-07-25
0012012-01-01AHILA MAHESWARAN2013-07-26
0012011-01-01NICK SUTHEIMER2012-08-27
0012010-01-01TED OKRZESIK2011-07-21

Plan Statistics for LORENZO BOMNIN CHEVROLET 401K PLAN

401k plan membership statisitcs for LORENZO BOMNIN CHEVROLET 401K PLAN

Measure Date Value
2021: LORENZO BOMNIN CHEVROLET 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01158
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LORENZO BOMNIN CHEVROLET 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-01150
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01154
Number of participants with account balances2020-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: LORENZO BOMNIN CHEVROLET 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01124
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01133
Number of participants with account balances2019-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011

Financial Data on LORENZO BOMNIN CHEVROLET 401K PLAN

Measure Date Value
2021 : LORENZO BOMNIN CHEVROLET 401K PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-13$0
Total unrealized appreciation/depreciation of assets2021-12-13$0
Total transfer of assets to this plan2021-12-13$0
Total transfer of assets from this plan2021-12-13$924,664
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-13$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-13$0
Total income from all sources (including contributions)2021-12-13$187,941
Total loss/gain on sale of assets2021-12-13$0
Total of all expenses incurred2021-12-13$112,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-13$99,363
Expenses. Certain deemed distributions of participant loans2021-12-13$0
Value of total corrective distributions2021-12-13$12,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-13$106,824
Value of total assets at end of year2021-12-13$0
Value of total assets at beginning of year2021-12-13$849,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-13$1,101
Total interest from all sources2021-12-13$4,638
Total dividends received (eg from common stock, registered investment company shares)2021-12-13$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-13No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-13$0
Assets. Real estate other than employer real property at end of year2021-12-13$0
Assets. Real estate other than employer real property at beginning of year2021-12-13$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-13$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-13$0
Was this plan covered by a fidelity bond2021-12-13Yes
Value of fidelity bond cover2021-12-13$100,000
If this is an individual account plan, was there a blackout period2021-12-13Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-13No
Contributions received from participants2021-12-13$96,057
Participant contributions at end of year2021-12-13$0
Participant contributions at beginning of year2021-12-13$23,399
Participant contributions at end of year2021-12-13$0
Participant contributions at beginning of year2021-12-13$0
Assets. Other investments not covered elsewhere at end of year2021-12-13$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-13$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-13$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-13$0
Assets. Loans (other than to participants) at end of year2021-12-13$0
Assets. Loans (other than to participants) at beginning of year2021-12-13$0
Other income not declared elsewhere2021-12-13$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-13No
Income. Non cash contributions2021-12-13$0
Value of net income/loss2021-12-13$75,289
Value of net assets at end of year (total assets less liabilities)2021-12-13$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-13$849,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-13No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-13No
Were any leases to which the plan was party in default or uncollectible2021-12-13No
Assets. partnership/joint venture interests at end of year2021-12-13$0
Assets. partnership/joint venture interests at beginning of year2021-12-13$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-13$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-13$0
Value of interest in pooled separate accounts at end of year2021-12-13$0
Value of interest in pooled separate accounts at beginning of year2021-12-13$616,829
Interest on participant loans2021-12-13$1,176
Income. Interest from loans (other than to participants)2021-12-13$0
Interest earned on other investments2021-12-13$3,462
Income. Interest from US Government securities2021-12-13$0
Income. Interest from corporate debt instruments2021-12-13$0
Value of interest in master investment trust accounts at end of year2021-12-13$0
Value of interest in master investment trust accounts at beginning of year2021-12-13$0
Value of interest in common/collective trusts at end of year2021-12-13$0
Value of interest in common/collective trusts at beginning of year2021-12-13$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-13$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-13$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-13$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-13$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-13$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-13$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-13$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-13$209,147
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-13$0
Asset value of US Government securities at end of year2021-12-13$0
Asset value of US Government securities at beginning of year2021-12-13$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-13$0
Net investment gain/loss from pooled separate accounts2021-12-13$76,479
Net investment gain or loss from common/collective trusts2021-12-13$0
Net gain/loss from 103.12 investment entities2021-12-13$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-13No
Was there a failure to transmit to the plan any participant contributions2021-12-13No
Has the plan failed to provide any benefit when due under the plan2021-12-13No
Contributions received in cash from employer2021-12-13$10,767
Employer contributions (assets) at end of year2021-12-13$0
Employer contributions (assets) at beginning of year2021-12-13$0
Income. Dividends from preferred stock2021-12-13$0
Income. Dividends from common stock2021-12-13$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-13$99,363
Asset. Corporate debt instrument preferred debt at end of year2021-12-13$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-13$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-13$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-13$0
Contract administrator fees2021-12-13$1,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-13Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-13$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-13$0
Did the plan have assets held for investment2021-12-13No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-13No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-13Yes
Aggregate proceeds on sale of assets2021-12-13$0
Aggregate carrying amount (costs) on sale of assets2021-12-13$0
Opinion of an independent qualified public accountant for this plan2021-12-13Unqualified
Accountancy firm name2021-12-13DE LA HOZ, PEREZ & BARBEITO PLLC
Accountancy firm EIN2021-12-13861316204
2020 : LORENZO BOMNIN CHEVROLET 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$171,781
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$132,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$111,897
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$20,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$89,336
Value of total assets at end of year2020-12-31$849,375
Value of total assets at beginning of year2020-12-31$810,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$210
Total interest from all sources2020-12-31$6,356
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$89,336
Participant contributions at end of year2020-12-31$23,399
Participant contributions at beginning of year2020-12-31$4,245
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$39,193
Value of net assets at end of year (total assets less liabilities)2020-12-31$849,375
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$810,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$616,829
Value of interest in pooled separate accounts at beginning of year2020-12-31$607,666
Interest on participant loans2020-12-31$1,368
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$4,988
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$209,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$198,271
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$76,089
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$111,897
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$210
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DE LA HOZ, PEREZ, & BARBEITO PLLC
Accountancy firm EIN2020-12-31861316204
2019 : LORENZO BOMNIN CHEVROLET 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$198,879
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$45,466
Total of all expenses incurred2019-12-31$45,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,673
Value of total corrective distributions2019-12-31$15,793
Value of total corrective distributions2019-12-31$15,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$96,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$96,297
Value of total assets at end of year2019-12-31$810,182
Value of total assets at end of year2019-12-31$810,182
Value of total assets at beginning of year2019-12-31$656,769
Value of total assets at beginning of year2019-12-31$656,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$4,812
Total interest from all sources2019-12-31$4,812
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$84,541
Contributions received from participants2019-12-31$84,541
Participant contributions at end of year2019-12-31$4,245
Participant contributions at end of year2019-12-31$4,245
Participant contributions at beginning of year2019-12-31$6,138
Participant contributions at beginning of year2019-12-31$6,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$153,413
Value of net income/loss2019-12-31$153,413
Value of net assets at end of year (total assets less liabilities)2019-12-31$810,182
Value of net assets at end of year (total assets less liabilities)2019-12-31$810,182
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$656,769
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$656,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$607,666
Value of interest in pooled separate accounts at end of year2019-12-31$607,666
Value of interest in pooled separate accounts at beginning of year2019-12-31$476,725
Value of interest in pooled separate accounts at beginning of year2019-12-31$476,725
Interest on participant loans2019-12-31$275
Interest on participant loans2019-12-31$275
Interest earned on other investments2019-12-31$4,537
Interest earned on other investments2019-12-31$4,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$198,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$198,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$173,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$173,906
Net investment gain/loss from pooled separate accounts2019-12-31$97,770
Net investment gain/loss from pooled separate accounts2019-12-31$97,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,756
Contributions received in cash from employer2019-12-31$11,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,673
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DE LA HOZ, PEREZ, & BARBEITO PA
Accountancy firm name2019-12-31DE LA HOZ, PEREZ, & BARBEITO PA
Accountancy firm EIN2019-12-31650488482
Accountancy firm EIN2019-12-31650488482

Form 5500 Responses for LORENZO BOMNIN CHEVROLET 401K PLAN

2021: LORENZO BOMNIN CHEVROLET 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LORENZO BOMNIN CHEVROLET 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LORENZO BOMNIN CHEVROLET 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-50601-71
Policy instance 1
Insurance contract or identification number87-50601-71
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-13
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract numberK05121
Policy instance 1
Insurance contract or identification numberK05121
Number of Individuals Covered154
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract numberK05121
Policy instance 1
Insurance contract or identification numberK05121
Number of Individuals Covered133
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $294
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $294
Insurance broker organization code?3

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