401k Plan data: PAUL MASSE SAVINGS AND RETIREMENT PLAN plan

PAUL MASSE SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	PAUL MASSE SAVINGS AND RETIREMENT PLAN
Plan identification number	001

PAUL MASSE SAVINGS AND 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PAUL MASSE BUICK GMC SOUTH, INC. has sponsored the creation of one or more 401k plans.

Company Name: PAUL MASSE BUICK GMC SOUTH, INC.

Employer identification number (EIN): 272192359

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL MASSE SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KELLY GAULIN 2023-05-25
001 2021-01-01 KELLY GAULIN 2022-05-20
001 2020-01-01 KELLY GAULIN 2021-06-11
001 2019-01-01 KELLY GAULIN 2020-06-30
001 2018-01-01 JEANNE ROCHON 2019-07-26
001 2017-01-01 JEANNE C ROCHON
001 2016-01-01 JEANNE C ROCHON
001 2015-01-01 JEANNE C ROCHON
001 2015-01-01 JEANNE C ROCHON
001 2014-01-01 JEANNE ROCHON
001 2014-01-01 JEANNE ROCHON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KELLY GAULIN	2023-05-25
001	2021-01-01	KELLY GAULIN	2022-05-20
001	2020-01-01	KELLY GAULIN	2021-06-11
001	2019-01-01	KELLY GAULIN	2020-06-30
001	2018-01-01	JEANNE ROCHON	2019-07-26
001	2017-01-01	JEANNE C ROCHON
001	2016-01-01	JEANNE C ROCHON
001	2015-01-01	JEANNE C ROCHON
001	2015-01-01	JEANNE C ROCHON
001	2014-01-01	JEANNE ROCHON
001	2014-01-01	JEANNE ROCHON

Plan Statistics for PAUL MASSE SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for PAUL MASSE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2017: PAUL MASSE SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 92
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 2
Total of all active and inactive participants 2017-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 94
Number of participants with account balances 2017-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: PAUL MASSE SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 97
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 7
Total of all active and inactive participants 2016-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 104
Number of participants with account balances 2016-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PAUL MASSE SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 89
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 116
Number of participants with account balances 2015-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: PAUL MASSE SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 90
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 39
Total of all active and inactive participants 2014-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 129
Number of participants with account balances 2014-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7

Measure	Date	Value
2017: PAUL MASSE SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	92
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	2
Total of all active and inactive participants	2017-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	94
Number of participants with account balances	2017-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: PAUL MASSE SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	97
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	7
Total of all active and inactive participants	2016-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	104
Number of participants with account balances	2016-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PAUL MASSE SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	89
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	116
Number of participants with account balances	2015-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: PAUL MASSE SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	90
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	39
Total of all active and inactive participants	2014-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	129
Number of participants with account balances	2014-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7

Financial Data on PAUL MASSE SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2017 : PAUL MASSE SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$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	$778,814
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$388,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$364,577
Expenses. Certain deemed distributions of participant loans	2017-12-31	$573
Value of total corrective distributions	2017-12-31	$21,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$319,472
Value of total assets at end of year	2017-12-31	$3,113,851
Value of total assets at beginning of year	2017-12-31	$2,723,282
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,418
Total interest from all sources	2017-12-31	$2,386
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$76,313
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	$76,313
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$273,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$302,659
Participant contributions at end of year	2017-12-31	$71,465
Participant contributions at beginning of year	2017-12-31	$34,975
Participant contributions at end of year	2017-12-31	$3,782
Participant contributions at beginning of year	2017-12-31	$4,330
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$16,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$4,946
Administrative expenses (other) incurred	2017-12-31	$1,418
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	$390,569
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,113,851
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,723,282
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	$2,124,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,699,589
Interest on participant loans	2017-12-31	$2,386
Value of interest in common/collective trusts at end of year	2017-12-31	$913,794
Value of interest in common/collective trusts at beginning of year	2017-12-31	$979,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$250,532
Net investment gain or loss from common/collective trusts	2017-12-31	$130,111
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$364,577
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	CARL WEINBERG & CO., LLP
Accountancy firm EIN	2017-12-31	050401635
2016 : PAUL MASSE SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$5,236
Total transfer of assets from this plan	2016-12-31	$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	$473,776
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$439,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$413,358
Expenses. Certain deemed distributions of participant loans	2016-12-31	$546
Value of total corrective distributions	2016-12-31	$23,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$331,444
Value of total assets at end of year	2016-12-31	$2,723,282
Value of total assets at beginning of year	2016-12-31	$2,684,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,000
Total interest from all sources	2016-12-31	$2,046
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$39,150
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	$39,150
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$269,000
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	$331,444
Participant contributions at end of year	2016-12-31	$34,975
Participant contributions at beginning of year	2016-12-31	$37,184
Participant contributions at end of year	2016-12-31	$4,330
Participant contributions at beginning of year	2016-12-31	$3,990
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$4,946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$4,946
Administrative expenses (other) incurred	2016-12-31	$2,000
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	$34,013
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,723,282
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,684,033
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	$1,699,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,694,695
Interest on participant loans	2016-12-31	$2,046
Value of interest in common/collective trusts at end of year	2016-12-31	$979,442
Value of interest in common/collective trusts at beginning of year	2016-12-31	$943,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$34,629
Net investment gain or loss from common/collective trusts	2016-12-31	$66,507
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$413,358
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	CARL WEINBERG & CO., LLP
Accountancy firm EIN	2016-12-31	050401635
2015 : PAUL MASSE SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$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	$336,260
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$176,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$157,929
Expenses. Certain deemed distributions of participant loans	2015-12-31	$10,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$354,681
Value of total assets at end of year	2015-12-31	$2,679,087
Value of total assets at beginning of year	2015-12-31	$2,519,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,033
Total interest from all sources	2015-12-31	$2,106
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$64,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$64,305
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$252,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$354,681
Participant contributions at end of year	2015-12-31	$37,184
Participant contributions at beginning of year	2015-12-31	$48,190
Participant contributions at end of year	2015-12-31	$3,990
Participant contributions at beginning of year	2015-12-31	$4,801
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$4,946
Other income not declared elsewhere	2015-12-31	$3,940
Administrative expenses (other) incurred	2015-12-31	$8,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$159,894
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,679,087
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,519,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,694,695
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,253,105
Interest on participant loans	2015-12-31	$2,106
Value of interest in common/collective trusts at end of year	2015-12-31	$943,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$213,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-94,812
Net investment gain/loss from pooled separate accounts	2015-12-31	$19,200
Net investment gain or loss from common/collective trusts	2015-12-31	$-13,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$157,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARL WEINBERG & CO., LLP
Accountancy firm EIN	2015-12-31	050401635
2014 : PAUL MASSE SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$552,550
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$90,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$80,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$389,773
Value of total assets at end of year	2014-12-31	$2,519,193
Value of total assets at beginning of year	2014-12-31	$2,056,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,511
Total interest from all sources	2014-12-31	$4,735
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 year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$9,511
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$366,300
Participant contributions at end of year	2014-12-31	$48,190
Participant contributions at beginning of year	2014-12-31	$22,828
Participant contributions at end of year	2014-12-31	$4,801
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$462,523
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,519,193
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,056,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,253,105
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,860,711
Interest on participant loans	2014-12-31	$1,506
Interest earned on other investments	2014-12-31	$3,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$213,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$173,131
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$7,457
Net investment gain/loss from pooled separate accounts	2014-12-31	$158,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$18,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$73,059
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARL WEINBERG & CO., LLP
Accountancy firm EIN	2014-12-31	050401635

Form 5500 Responses for PAUL MASSE SAVINGS AND RETIREMENT PLAN

2017: PAUL MASSE SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PAUL MASSE SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PAUL MASSE SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PAUL MASSE SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91690276

Policy instance

Insurance contract or identification number	91690276
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91690276

Policy instance

Insurance contract or identification number	91690276
Number of Individuals Covered	129
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,453
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,453
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	DELGADO, CFP, DONNA M

Potentially related plans

PAUL MASSE SAVINGS AND RETIREMENT PLAN [EIN = 050459435]

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Company Name:	PAUL MASSE BUICK GMC SOUTH, INC.
Employer identification number (EIN):	272192359
NAIC Classification:	441110
NAIC Description:	New Car Dealers